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Financial Enhancement Group LLC: FEZ position timeline

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

Financial Enhancement Group LLC held 132,978 FEZ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 132,978 shares
    Change vs previous 13F +3,240 shares

    1.01% of the 13F portfolio, value $8,749,970.

    13F-HR 0001641438-26-000006 filed by Financial Enhancement Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 129,738 shares
    Change vs previous 13F -21,635 shares

    1.06% of the 13F portfolio, value $8,910,419.

    13F-HR 0001641438-26-000005 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 151,373 shares
    Change vs previous 13F +10,434 shares

    1.27% of the 13F portfolio, value $10,234,357.

    13F-HR 0001641438-26-000004 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 140,939 shares
    Change vs previous 13F +1,455 shares

    1.21% of the 13F portfolio, value $9,301,997.

    13F-HR 0001641438-26-000003 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 139,484 shares
    Change vs previous 13F +2,587 shares

    1.18% of the 13F portfolio, value $8,765,177.

    13F-HR 0001641438-25-000009 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 136,897 shares
    Change vs previous 13F +716 shares

    1.18% of the 13F portfolio, value $8,224,772.

    13F-HR 0001641438-25-000007 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 136,181 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $7,432,759.

    13F-HR 0001641438-25-000006 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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