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Aletheian Wealth Advisors LLC: FLRN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on FLRN, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 84,323 FLRN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 84,323 shares
    Change vs previous 13F +7,310 shares

    1.04% of the 13F portfolio, value $2,600,523.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 77,013 shares
    Change vs previous 13F +1,333 shares

    1.01% of the 13F portfolio, value $2,375,839.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 75,680 shares
    Change vs previous 13F +6,617 shares

    1.14% of the 13F portfolio, value $2,329,437.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,063 shares
    Change vs previous 13F +4,999 shares

    0.99% of the 13F portfolio, value $2,131,276.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,064 shares
    Change vs previous 13F +5,903 shares

    0.97% of the 13F portfolio, value $1,975,100.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,161 shares
    Change vs previous 13F +3,299 shares

    1.01% of the 13F portfolio, value $1,792,517.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,862 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,685,906.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).