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Forbes Financial Planning, Inc.: FENI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forbes Financial Planning, Inc. on FENI, newest first. How the timeline and the estimate are built.

Forbes Financial Planning, Inc. held 293,507 FENI 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 293,507 shares
    Change vs previous 13F -421 shares

    6.32% of the 13F portfolio, value $11,778,455.

    13F-HR 0001911316-26-000003 filed by Forbes Financial Planning, 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 293,928 shares
    Change vs previous 13F +12,049 shares

    6.32% of the 13F portfolio, value $10,934,131.

    13F-HR 0001911316-26-000002 filed by Forbes Financial Planning, 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 281,879 shares
    Change vs previous 13F +41,314 shares

    6.03% of the 13F portfolio, value $10,316,670.

    13F-HR 0001911316-26-000001 filed by Forbes Financial Planning, 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 240,565 shares
    Change vs previous 13F +7,130 shares

    5.66% of the 13F portfolio, value $8,558,392.

    13F-HR 0001911316-25-000002 filed by Forbes Financial Planning, 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 233,435 shares
    Change vs previous 13F +177,713 shares

    5.24% of the 13F portfolio, value $7,764,057.

    13F-HR 0001085146-25-004580 filed by Forbes Financial Planning, 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 55,722 shares
    Change vs previous 13F +35,961 shares

    1.23% of the 13F portfolio, value $1,658,287.

    13F-HR 0001085146-25-002768 filed by Forbes Financial Planning, 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 19,761 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $544,026.

    13F-HR 0001085146-25-000965 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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