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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: FPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on FPE, newest first. How the timeline and the estimate are built.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 1,293,097 FPE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,293,097 shares
    Change vs previous 13F +53,575 shares

    0.34% of the 13F portfolio, value $23,120,577.

    13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 1,239,522 shares
    Change vs previous 13F +51,664 shares

    0.38% of the 13F portfolio, value $22,001,510.

    13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 1,187,858 shares
    Change vs previous 13F +66,695 shares

    0.39% of the 13F portfolio, value $21,642,774.

    13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 1,121,163 shares
    Change vs previous 13F +3,574 shares

    0.41% of the 13F portfolio, value $20,450,007.

    13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 1,117,589 shares
    Change vs previous 13F +41,683 shares

    0.45% of the 13F portfolio, value $19,893,090.

    13F-HR 0001085146-25-004013 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 1,075,906 shares
    Change vs previous 13F -17,459 shares

    0.49% of the 13F portfolio, value $18,925,181.

    13F-HR 0001085146-25-002824 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 1,093,365 shares
    Change vs previous 13F +32,231 shares

    0.53% of the 13F portfolio, value $19,352,556.

    13F-HR 0001085146-25-000387 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 1,061,134 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $19,206,526.

    13F-HR 0001085146-24-005297 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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