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Ballew Advisors, Inc: FPE position timeline

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

Ballew Advisors, Inc held 38,903 FPE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,903 shares
    Change vs previous 13F -572 shares

    0.33% of the 13F portfolio, value $664,852.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,475 shares
    Change vs previous 13F +70 shares

    0.37% of the 13F portfolio, value $708,576.

    13F-HR 0001580642-26-004238 filed by Ballew 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 ended2026-03-31
    13F 39,405 shares
    Change vs previous 13F +1,930 shares

    0.4% of the 13F portfolio, value $710,866.

    13F-HR 0001580642-26-002441 filed by Ballew 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 ended2025-12-31
    13F 37,475 shares
    Change vs previous 13F -2,250 shares

    0.39% of the 13F portfolio, value $686,542.

    13F-HR 0001580642-26-000257 filed by Ballew 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 ended2025-09-30
    13F 39,725 shares
    Change vs previous 13F +525 shares

    0.4% of the 13F portfolio, value $724,584.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,200 shares
    Change vs previous 13F +9,650 shares

    0.42% of the 13F portfolio, value $700,504.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,550 shares
    Change vs previous 13F +2,500 shares

    0.34% of the 13F portfolio, value $502,055.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,050 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $474,187.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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