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Ball & Co Wealth Management Inc.: FELG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ball & Co Wealth Management Inc. on FELG, newest first. How the timeline and the estimate are built.

Ball & Co Wealth Management Inc. held 28,438 FELG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,438 shares
    Change vs previous 13F -406 shares

    0.88% of the 13F portfolio, value $1,244,000.

    13F-HR 0002057075-26-000005 filed by Ball & Co Wealth Management Inc.
    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 28,844 shares
    Change vs previous 13F +264 shares

    0.9% of the 13F portfolio, value $1,081,000.

    13F-HR 0002057075-26-000004 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 28,580 shares
    Change vs previous 13F +79 shares

    0.77% of the 13F portfolio, value $1,192,000.

    13F-HR 0002057075-26-000001 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 28,501 shares
    Change vs previous 13F +8,004 shares

    0.78% of the 13F portfolio, value $1,171,000.

    13F-HR 0002057075-25-000003 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,497 shares
    Change vs previous 13F -17,055 shares

    0.81% of the 13F portfolio, value $759,000.

    13F-HR 0001907157-25-000033 filed by Ball & Co Wealth Management Inc.
    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 37,552 shares
    Change vs previous 13F +930 shares

    1.27% of the 13F portfolio, value $1,182,000.

    13F-HR 0001842974-25-000011 filed by Ball & Co Wealth Management Inc.
    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 36,622 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,294,000.

    13F-HR 0002057075-25-000001 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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