Skip to content
Disclosery

Fingerlakes Wealth Management, Inc.: NUMV position timeline

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

Fingerlakes Wealth Management, Inc. held 19,135 NUMV 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 19,135 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $832,190.

    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 ended2026-03-31
    13F 19,134 shares
    Change vs previous 13F +167 shares

    0.49% of the 13F portfolio, value $741,829.

    13F-HR 0001910248-26-000002 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).

  3. period ended2025-12-31
    13F 18,967 shares
    Change vs previous 13F +371 shares

    0.47% of the 13F portfolio, value $741,613.

    13F-HR 0001910248-26-000001 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 ended2025-09-30
    13F 18,596 shares
    Change vs previous 13F +158 shares

    0.47% of the 13F portfolio, value $719,486.

    13F-HR 0001910248-25-000002 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).

  5. period ended2025-06-30
    13F 18,438 shares
    Change vs previous 13F +300 shares

    0.5% of the 13F portfolio, value $664,707.

    13F-HR 0001085146-25-004321 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).

  6. period ended2025-03-31
    13F 18,138 shares
    Change vs previous 13F +325 shares

    0.53% of the 13F portfolio, value $620,512.

    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).

  7. period ended2024-12-31
    13F 17,813 shares
    Change vs previous 13F -1,128 shares

    0.5% of the 13F portfolio, value $620,083.

    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).

  8. period ended2024-09-30
    13F 18,941 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $697,781.

    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).