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Aspetuck Financial Management LLC: FENY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspetuck Financial Management LLC on FENY, newest first. How the timeline and the estimate are built.

Aspetuck Financial Management LLC held 60,890 FENY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,890 shares
    Change vs previous 13F -1,739 shares

    1.06% of the 13F portfolio, value $1,799,908.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 62,629 shares
    Change vs previous 13F -190 shares

    1.46% of the 13F portfolio, value $2,130,638.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 62,819 shares
    Change vs previous 13F -5,124 shares

    1.04% of the 13F portfolio, value $1,556,026.

    13F-HR 0002048608-26-000001 filed by Aspetuck Financial Management 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 67,943 shares
    Change vs previous 13F -1,543 shares

    1.15% of the 13F portfolio, value $1,679,551.

    13F-HR 0002048608-25-000006 filed by Aspetuck Financial Management 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 69,486 shares
    Change vs previous 13F -375 shares

    1.23% of the 13F portfolio, value $1,629,447.

    13F-HR 0002048608-25-000005 filed by Aspetuck Financial Management 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 69,861 shares
    Change vs previous 13F +195 shares

    1.54% of the 13F portfolio, value $1,784,949.

    13F-HR 0002048608-25-000003 filed by Aspetuck Financial Management 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 69,666 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,660,837.

    13F-HR 0002048608-25-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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