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B.O.S.S. Retirement Advisors, LLC: FGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on FGD, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 13,833 FGD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,833 shares
    Change vs previous 13F -2,236 shares

    0.12% of the 13F portfolio, value $442,528.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, 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 16,069 shares
    Change vs previous 13F -7,601 shares

    0.16% of the 13F portfolio, value $513,093.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 ended2025-12-31
    13F 23,670 shares
    Change vs previous 13F -53,254 shares

    0.23% of the 13F portfolio, value $716,504.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 76,924 shares
    Change vs previous 13F -16,493 shares

    0.53% of the 13F portfolio, value $2,211,575.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 93,417 shares
    Change vs previous 13F -14,008 shares

    0.65% of the 13F portfolio, value $2,572,701.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement 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 107,425 shares
    Change vs previous 13F -1,984 shares

    0.75% of the 13F portfolio, value $2,599,681.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement 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 109,409 shares
    Change vs previous 13F +89,941 shares

    0.68% of the 13F portfolio, value $2,433,263.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,468 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $474,064.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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