Financial Guidance Group, Inc.: FRDM position timeline

Financial Guidance Group, Inc. held 45,200 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 45,200 shares

   Change vs previous 13F +1,552 shares

   1.23% of the 13F portfolio, value $3,295,052.

   13F-HR 0001929349-26-000008 filed by Financial Guidance Group, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 43,648 shares

   Change vs previous 13F +3,495 shares

   0.96% of the 13F portfolio, value $2,385,379.

   13F-HR 0001929349-26-000004 filed by Financial Guidance Group, Inc.
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 40,153 shares

   Change vs previous 13F +2,675 shares

   0.84% of the 13F portfolio, value $2,058,662.

   13F-HR 0001929349-26-000002 filed by Financial Guidance Group, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 37,478 shares

   Change vs previous 13F +5,509 shares

   0.74% of the 13F portfolio, value $1,660,631.

   13F-HR 0001929349-25-000005 filed by Financial Guidance Group, Inc.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 31,969 shares

   Change vs previous 13F not available

   0.63% of the 13F portfolio, value $1,291,551.

   13F-HR 0001085146-25-004235 filed by Financial Guidance Group, Inc.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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