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Financially Speaking Inc: FLDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financially Speaking Inc on FLDR, newest first. How the timeline and the estimate are built.

Financially Speaking Inc held 150,614 FLDR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,614 shares
    Change vs previous 13F +29 shares

    36.61% of the 13F portfolio, value $7,538,231.

    13F-HR 0002040901-26-000004 filed by Financially Speaking Inc
    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 150,585 shares
    Change vs previous 13F -198,415 shares

    36.6% of the 13F portfolio, value $7,536,780.

    13F-HR 0002040901-26-000002 filed by Financially Speaking Inc
    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 349,000 shares
    Change vs previous 13F +241,216 shares

    11.34% of the 13F portfolio, value $17,530,270.

    13F-HR 0001398344-26-002600 filed by Financially Speaking Inc
    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 107,784 shares
    Change vs previous 13F -77,512 shares

    3.55% of the 13F portfolio, value $5,410,756.

    13F-HR 0001398344-25-020442 filed by Financially Speaking Inc
    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 185,296 shares
    Change vs previous 13F +138,666 shares

    6.1% of the 13F portfolio, value $9,277,771.

    13F-HR 0001398344-25-014680 filed by Financially Speaking Inc
    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 46,630 shares
    Change vs previous 13F -7,582 shares

    1.72% of the 13F portfolio, value $2,337,096.

    13F-HR 0001398344-25-008919 filed by Financially Speaking Inc
    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 54,212 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,706,805.

    13F-HR 0001398344-25-002410 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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