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Disclosery

FourThought Financial Partners, LLC: CB position timeline

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

FourThought Financial Partners, LLC held 50,334 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,334 shares
    Change vs previous 13F +1,060 shares

    1.32% of the 13F portfolio, value $17,150,642.

    13F-HR 0001765380-26-000356 filed by FourThought Financial 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 49,274 shares
    Change vs previous 13F +3,713 shares

    1.39% of the 13F portfolio, value $16,059,855.

    13F-HR 0001765380-26-000183 filed by FourThought Financial 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 45,561 shares
    Change vs previous 13F +3,733 shares

    1.2% of the 13F portfolio, value $14,220,498.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,828 shares
    Change vs previous 13F +621 shares

    1.04% of the 13F portfolio, value $11,806,016.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 41,207 shares
    Change vs previous 13F -525 shares

    1.18% of the 13F portfolio, value $11,938,562.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, LLC
    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 41,732 shares
    Change vs previous 13F +233 shares

    1.32% of the 13F portfolio, value $12,602,744.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, LLC
    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 41,499 shares
    Change vs previous 13F +347 shares

    1.19% of the 13F portfolio, value $11,466,420.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, LLC
    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 41,152 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $11,867,835.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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