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Disclosery

Cassia Capital Partners, LLC: FPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassia Capital Partners, LLC on FPX, newest first. How the timeline and the estimate are built.

Cassia Capital Partners, LLC held 58,652 FPX 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 58,652 shares
    Change vs previous 13F -170 shares

    5.86% of the 13F portfolio, value $12,080,754.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 58,822 shares
    Change vs previous 13F +2,392 shares

    4.8% of the 13F portfolio, value $9,341,546.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 56,430 shares
    Change vs previous 13F -7,152 shares

    5% of the 13F portfolio, value $9,232,027.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 63,582 shares
    Change vs previous 13F -687 shares

    5.77% of the 13F portfolio, value $10,564,729.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 64,269 shares
    Change vs previous 13F -2,083 shares

    5.6% of the 13F portfolio, value $9,313,205.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 66,352 shares
    Change vs previous 13F -1,475 shares

    4.63% of the 13F portfolio, value $7,414,153.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 67,827 shares
    Change vs previous 13F -1,478 shares

    5.17% of the 13F portfolio, value $8,106,060.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 69,305 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $7,636,760.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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