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Drake & Associates, LLC: FIXD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Drake & Associates, LLC on FIXD, newest first. How the timeline and the estimate are built.

Drake & Associates, LLC held 31,888 FIXD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,888 shares
    Change vs previous 13F -1,411 shares

    0.23% of the 13F portfolio, value $1,390,645.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 33,299 shares
    Change vs previous 13F -3,648 shares

    0.28% of the 13F portfolio, value $1,451,514.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 36,947 shares
    Change vs previous 13F -5,038 shares

    0.33% of the 13F portfolio, value $1,637,479.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 41,985 shares
    Change vs previous 13F -533,049 shares

    0.39% of the 13F portfolio, value $1,864,757.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 575,034 shares
    Change vs previous 13F +10,663 shares

    6.18% of the 13F portfolio, value $25,238,235.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 564,371 shares
    Change vs previous 13F +7,481 shares

    6.95% of the 13F portfolio, value $24,742,045.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 556,890 shares
    Change vs previous 13F +63,670 shares

    6.85% of the 13F portfolio, value $24,068,796.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 493,220 shares
    Change vs previous 13F not available

    7.21% of the 13F portfolio, value $22,313,263.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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