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Fingerlakes Wealth Management, Inc.: RPV position timeline

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

Fingerlakes Wealth Management, Inc. held 5,567 RPV 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 5,567 shares
    Change vs previous 13F -86 shares

    0.34% of the 13F portfolio, value $633,633.

    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 5,653 shares
    Change vs previous 13F +35 shares

    0.4% of the 13F portfolio, value $607,055.

    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 5,618 shares
    Change vs previous 13F +30 shares

    0.37% of the 13F portfolio, value $580,634.

    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 5,588 shares
    Change vs previous 13F +45 shares

    0.36% of the 13F portfolio, value $555,356.

    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 5,543 shares
    Change vs previous 13F +33 shares

    0.39% of the 13F portfolio, value $519,700.

    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 5,510 shares
    Change vs previous 13F +40 shares

    0.43% of the 13F portfolio, value $508,877.

    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 5,470 shares
    Change vs previous 13F +30 shares

    0.4% of the 13F portfolio, value $493,484.

    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 5,440 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $483,769.

    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).