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Disclosery

ERn Financial, LLC: FIXD position timeline

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

ERn Financial, LLC held 143,214 FIXD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,214 shares
    Change vs previous 13F +6,887 shares

    1.03% of the 13F portfolio, value $6,245,541.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 136,327 shares
    Change vs previous 13F +202 shares

    1.12% of the 13F portfolio, value $5,942,502.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 136,125 shares
    Change vs previous 13F +5,841 shares

    1.13% of the 13F portfolio, value $6,033,082.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 130,284 shares
    Change vs previous 13F +9,446 shares

    1.14% of the 13F portfolio, value $5,787,205.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 120,838 shares
    Change vs previous 13F +1,907 shares

    1.12% of the 13F portfolio, value $5,303,595.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 118,931 shares
    Change vs previous 13F -1,804 shares

    0.82% of the 13F portfolio, value $5,213,936.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 120,735 shares
    Change vs previous 13F -5,837 shares

    0.78% of the 13F portfolio, value $5,187,977.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 126,572 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,726,099.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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