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Disclosery

EnRich Financial Partners LLC: FSMB position timeline

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

EnRich Financial Partners LLC held 440,062 FSMB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 440,062 shares
    Change vs previous 13F +24,443 shares

    2.09% of the 13F portfolio, value $8,796,844.

    13F-HR 0001955091-26-000004 filed by EnRich Financial 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 415,619 shares
    Change vs previous 13F +19,496 shares

    2.2% of the 13F portfolio, value $8,295,755.

    13F-HR 0001955091-26-000003 filed by EnRich Financial 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 396,123 shares
    Change vs previous 13F +12,443 shares

    2.16% of the 13F portfolio, value $7,940,285.

    13F-HR 0001955091-26-000001 filed by EnRich Financial 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 383,680 shares
    Change vs previous 13F +1,818 shares

    2.19% of the 13F portfolio, value $7,704,287.

    13F-HR 0001955091-25-000009 filed by EnRich Financial 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 381,862 shares
    Change vs previous 13F +7,477 shares

    2.33% of the 13F portfolio, value $7,600,972.

    13F-HR 0001955091-25-000008 filed by EnRich Financial 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 374,385 shares
    Change vs previous 13F +33,286 shares

    2.5% of the 13F portfolio, value $7,439,022.

    13F-HR 0001955091-25-000005 filed by EnRich Financial 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 341,099 shares
    Change vs previous 13F +37,099 shares

    2.25% of the 13F portfolio, value $6,767,410.

    13F-HR 0001955091-25-000004 filed by EnRich Financial 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 304,000 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $6,083,049.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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