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AllGen Financial Advisors, Inc.: FLQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on FLQM, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 0 FLQM shares at 2026-03-31 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -159,756 shares

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 159,756 shares
    Change vs previous 13F -17,204 shares

    2.13% of the 13F portfolio, value $8,987,849.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 176,960 shares
    Change vs previous 13F +14,017 shares

    2.45% of the 13F portfolio, value $9,989,367.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 162,943 shares
    Change vs previous 13F +70,604 shares

    2.38% of the 13F portfolio, value $8,849,436.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 92,339 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,894,914.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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