Skip to content
Disclosery

Ellis Investment Partners, LLC: FDIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on FDIS, newest first. How the timeline and the estimate are built.

Ellis Investment Partners, LLC held 10,862 FDIS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,862 shares
    Change vs previous 13F -310 shares

    0.17% of the 13F portfolio, value $1,117,107.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 11,172 shares
    Change vs previous 13F -2,381 shares

    0.18% of the 13F portfolio, value $1,041,936.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 13,553 shares
    Change vs previous 13F +22 shares

    0.24% of the 13F portfolio, value $1,384,624.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 13,531 shares
    Change vs previous 13F -10 shares

    0.25% of the 13F portfolio, value $1,392,007.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 13,541 shares
    Change vs previous 13F -225 shares

    0.25% of the 13F portfolio, value $1,273,771.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 13,766 shares
    Change vs previous 13F -243 shares

    0.24% of the 13F portfolio, value $1,163,359.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 14,009 shares
    Change vs previous 13F -1,223 shares

    0.27% of the 13F portfolio, value $1,365,338.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 15,232 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,347,077.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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