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Flatrock Wealth Partners LLC: AAEQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Flatrock Wealth Partners LLC on AAEQ, newest first. How the timeline and the estimate are built.

Flatrock Wealth Partners LLC held 101,682 AAEQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,682 shares
    Change vs previous 13F 0 shares

    2.12% of the 13F portfolio, value $5,408,149.

    13F-HR 0001951757-26-001263 filed by Flatrock Wealth Partners LLC
    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 101,682 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $4,729,981.

    13F-HR 0001951757-26-000752 filed by Flatrock Wealth Partners LLC
    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/A 101,682 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $5,015,748.

    13F-HR/A 0001951757-26-000907 filed by Flatrock Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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