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Disclosery

BigSur Wealth Management LLC: FEZ position timeline

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

BigSur Wealth Management LLC held 4,000 FEZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $274,720.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth 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 4,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $248,320.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth 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 4,000 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $257,560.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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