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Disclosery

FLP Wealth Management, LLC: OEF position timeline

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

FLP Wealth Management, LLC held 0 OEF shares at 2026-03-31 per its 13F-HR/A filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -1,532 shares

    13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F/A 1,532 shares
    Change vs previous 13F -243 shares

    1.24% of the 13F portfolio, value $525,492.

    13F-HR/A 0001214659-26-005185 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F/A 1,775 shares
    Change vs previous 13F +332 shares

    1.66% of the 13F portfolio, value $590,754.

    13F-HR/A 0001214659-25-015280 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,443 shares
    Change vs previous 13F +86 shares

    1.23% of the 13F portfolio, value $439,304.

    13F-HR 0001214659-25-014443 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,357 shares
    Change vs previous 13F -296 shares

    1.17% of the 13F portfolio, value $367,519.

    13F-HR 0001214659-25-010410 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,653 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $477,371.

    13F-HR 0001214659-25-010331 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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