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Certified Advisory Corp: FPE position timeline

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

Certified Advisory Corp held 30,687 FPE 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 30,687 shares
    Change vs previous 13F +171 shares

    0.04% of the 13F portfolio, value $548,692.

    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 30,516 shares
    Change vs previous 13F +229 shares

    0.05% of the 13F portfolio, value $541,651.

    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 30,287 shares
    Change vs previous 13F +2,992 shares

    0.05% of the 13F portfolio, value $551,835.

    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 27,295 shares
    Change vs previous 13F +1,509 shares

    0.05% of the 13F portfolio, value $497,861.

    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 25,786 shares
    Change vs previous 13F +13,869 shares

    0.05% of the 13F portfolio, value $458,990.

    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).

  6. period ended2025-03-31
    13F 11,917 shares
    Change vs previous 13F -194 shares

    0.02% of the 13F portfolio, value $209,616.

    13F-HR 0001085146-25-002833 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).

  7. period ended2024-12-31
    13F 12,111 shares
    Change vs previous 13F -948 shares

    0.02% of the 13F portfolio, value $214,366.

    13F-HR 0001085146-25-000217 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).

  8. period ended2024-09-30
    13F 13,059 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $236,372.

    13F-HR 0001085146-24-005504 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).