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Disclosery

Chico Wealth RIA: FERG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chico Wealth RIA on FERG, newest first. How the timeline and the estimate are built.

Chico Wealth RIA held 881 FERG 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 881 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $209,088.

    13F-HR 0001926037-26-000004 filed by Chico Wealth RIA
    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 887 shares
    Change vs previous 13F +887 shares

    0.13% of the 13F portfolio, value $206,902.

    13F-HR 0001926037-26-000003 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,084 shares

    13F-HR 0001926037-25-000006 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 1,084 shares
    Change vs previous 13F -425 shares

    0.19% of the 13F portfolio, value $236,041.

    13F-HR 0001926037-25-000003 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,509 shares
    Change vs previous 13F -2 shares

    0.21% of the 13F portfolio, value $241,787.

    13F-HR 0001926037-25-000002 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,511 shares
    Change vs previous 13F +12 shares

    0.23% of the 13F portfolio, value $262,264.

    13F-HR 0001926037-25-000001 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,499 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $297,656.

    13F-HR 0001926037-24-000004 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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