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Broadview Financial Management, LLC: FELC position timeline

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

Broadview Financial Management, LLC held 25,882 FELC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,882 shares
    Change vs previous 13F -247 shares

    0.66% of the 13F portfolio, value $1,084,735.

    13F-HR 0001697024-26-000003 filed by Broadview Financial 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 26,129 shares
    Change vs previous 13F -18 shares

    0.65% of the 13F portfolio, value $947,694.

    13F-HR 0001697024-26-000002 filed by Broadview Financial 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 26,147 shares
    Change vs previous 13F -5,065 shares

    0.67% of the 13F portfolio, value $998,015.

    13F-HR 0001697024-26-000001 filed by Broadview Financial 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 31,212 shares
    Change vs previous 13F -182 shares

    0.78% of the 13F portfolio, value $1,163,272.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 31,394 shares
    Change vs previous 13F -2,210 shares

    0.74% of the 13F portfolio, value $1,082,790.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 33,604 shares
    Change vs previous 13F -152 shares

    0.78% of the 13F portfolio, value $1,048,097.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 33,756 shares
    Change vs previous 13F -1,921 shares

    0.8% of the 13F portfolio, value $1,111,571.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,677 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,144,861.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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