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Certified Advisory Corp: FENI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on FENI, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 322,301 FENI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,301 shares
    Change vs previous 13F +18,674 shares

    1.04% of the 13F portfolio, value $12,933,954.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 303,627 shares
    Change vs previous 13F +91,177 shares

    1.01% of the 13F portfolio, value $11,294,939.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 212,450 shares
    Change vs previous 13F +26,152 shares

    0.71% of the 13F portfolio, value $7,771,432.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 186,298 shares
    Change vs previous 13F +34,165 shares

    0.62% of the 13F portfolio, value $6,572,584.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 152,133 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,059,957.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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