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Farrell Financial LLC: FEX position timeline

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

Farrell Financial LLC held 8,511 FEX 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 8,511 shares
    Change vs previous 13F +2 shares

    0.64% of the 13F portfolio, value $1,190,449.

    13F-HR 0001754960-26-000469 filed by Farrell 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 8,509 shares
    Change vs previous 13F +3 shares

    0.62% of the 13F portfolio, value $1,037,454.

    13F-HR 0001754960-26-000217 filed by Farrell 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 8,506 shares
    Change vs previous 13F -177 shares

    0.6% of the 13F portfolio, value $1,008,958.

    13F-HR 0001754960-26-000026 filed by Farrell 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 8,683 shares
    Change vs previous 13F +3 shares

    0.64% of the 13F portfolio, value $1,014,401.

    13F-HR 0001754960-25-000697 filed by Farrell 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 8,680 shares
    Change vs previous 13F +21 shares

    0.64% of the 13F portfolio, value $954,483.

    13F-HR 0001754960-25-000374 filed by Farrell 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 8,659 shares
    Change vs previous 13F -224 shares

    0.65% of the 13F portfolio, value $887,249.

    13F-HR 0001754960-25-000203 filed by Farrell 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 8,883 shares
    Change vs previous 13F -688 shares

    0.66% of the 13F portfolio, value $926,479.

    13F-HR 0001754960-25-000042 filed by Farrell 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 9,571 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,049,517.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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