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BlueChip Wealth Advisors LLC: FMF position timeline

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

BlueChip Wealth Advisors LLC held 8,430 FMF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,430 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $422,512.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth 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 8,430 shares
    Change vs previous 13F +269 shares

    0.19% of the 13F portfolio, value $426,727.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth 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 8,161 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $383,975.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth 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 8,161 shares
    Change vs previous 13F +1,752 shares

    0.17% of the 13F portfolio, value $397,440.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth 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 6,409 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $289,750.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth 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 6,409 shares
    Change vs previous 13F +501 shares

    0.15% of the 13F portfolio, value $295,583.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth 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 5,908 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $281,102.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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