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Choice Wealth Advisors LLC: FXL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Choice Wealth Advisors LLC on FXL, newest first. How the timeline and the estimate are built.

Choice Wealth Advisors LLC held 51,232 FXL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,232 shares
    Change vs previous 13F -6,143 shares

    3.91% of the 13F portfolio, value $11,128,621.

    13F-HR 0001951757-26-000980 filed by Choice Wealth Advisors 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 57,375 shares
    Change vs previous 13F +1,464 shares

    3.58% of the 13F portfolio, value $9,115,171.

    13F-HR 0001951757-26-000556 filed by Choice Wealth Advisors 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 55,911 shares
    Change vs previous 13F -481 shares

    3.72% of the 13F portfolio, value $9,408,708.

    13F-HR 0001951757-26-000035 filed by Choice Wealth Advisors 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 56,392 shares
    Change vs previous 13F -720 shares

    4.06% of the 13F portfolio, value $9,473,297.

    13F-HR 0001951757-25-001283 filed by Choice Wealth Advisors 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 57,112 shares
    Change vs previous 13F -680 shares

    4.06% of the 13F portfolio, value $8,986,967.

    13F-HR 0001951757-25-000576 filed by Choice Wealth Advisors 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 57,792 shares
    Change vs previous 13F +1,001 shares

    3.98% of the 13F portfolio, value $7,642,958.

    13F-HR 0001951757-25-000287 filed by Choice Wealth Advisors 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 56,791 shares
    Change vs previous 13F -3,693 shares

    4.31% of the 13F portfolio, value $8,436,265.

    13F-HR 0001951757-25-000047 filed by Choice Wealth Advisors 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 60,484 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $8,385,767.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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