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Fingerlakes Wealth Management, Inc.: CHRW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fingerlakes Wealth Management, Inc. on CHRW, newest first. How the timeline and the estimate are built.

Fingerlakes Wealth Management, Inc. held 1,095 CHRW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,095 shares
    Change vs previous 13F +1,095 shares

    0.11% of the 13F portfolio, value $206,263.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,080 shares

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 3,080 shares
    Change vs previous 13F -73 shares

    0.26% of the 13F portfolio, value $318,227.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,153 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $347,971.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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