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FAMILY WEALTH PARTNERS, LLC: FIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAMILY WEALTH PARTNERS, LLC on FIX, newest first. How the timeline and the estimate are built.

FAMILY WEALTH PARTNERS, LLC held 301 FIX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301 shares
    Change vs previous 13F -33 shares

    0.18% of the 13F portfolio, value $596,567.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH 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 334 shares
    Change vs previous 13F +93 shares

    0.16% of the 13F portfolio, value $460,583.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH 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 241 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $224,923.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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