Fingerlakes Wealth Management, Inc.: PL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fingerlakes Wealth Management, Inc. on PL, newest first. How the timeline and the estimate are built.
Fingerlakes Wealth Management, Inc. held 10,000 PL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 10,000 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $331,300.
13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,000 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $279,500.
13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,000 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $197,200.
13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,000 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $129,800.
13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,000 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $61,000.
13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $33,800.
13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $40,400.
13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,000 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $22,300.
13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).