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Disclosery

Flatrock Wealth Partners LLC: SPIB position timeline

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

Flatrock Wealth Partners LLC held 320,001 SPIB 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 320,001 shares
    Change vs previous 13F +48,524 shares

    4.21% of the 13F portfolio, value $10,707,233.

    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 271,477 shares
    Change vs previous 13F +27,686 shares

    4.1% of the 13F portfolio, value $9,105,344.

    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 243,791 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $8,242,584.

    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).