Skip to content
Disclosery

BELLEVUE ASSET MANAGEMENT, LLC: FEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BELLEVUE ASSET MANAGEMENT, LLC on FEP, newest first. How the timeline and the estimate are built.

BELLEVUE ASSET MANAGEMENT, LLC held 23,948 FEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,948 shares
    Change vs previous 13F -84 shares

    0.63% of the 13F portfolio, value $1,366,233.

    13F-HR 0001801619-26-000004 filed by BELLEVUE ASSET 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 24,032 shares
    Change vs previous 13F +823 shares

    0.66% of the 13F portfolio, value $1,312,387.

    13F-HR 0001801619-26-000002 filed by BELLEVUE ASSET 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 23,209 shares
    Change vs previous 13F +56 shares

    0.4% of the 13F portfolio, value $1,246,787.

    13F-HR 0001801619-26-000001 filed by BELLEVUE ASSET 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 23,153 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,185,086.

    13F-HR 0001801619-25-000006 filed by BELLEVUE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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