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Disclosery

FourThought Financial Partners, LLC: CI position timeline

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

FourThought Financial Partners, LLC held 25,450 CI 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 25,450 shares
    Change vs previous 13F +935 shares

    0.54% of the 13F portfolio, value $7,016,061.

    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 24,515 shares
    Change vs previous 13F +3,926 shares

    0.56% of the 13F portfolio, value $6,539,429.

    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 20,589 shares
    Change vs previous 13F +1,333 shares

    0.48% of the 13F portfolio, value $5,666,813.

    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 19,256 shares
    Change vs previous 13F +847 shares

    0.49% of the 13F portfolio, value $5,550,518.

    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 18,409 shares
    Change vs previous 13F +604 shares

    0.6% of the 13F portfolio, value $6,085,678.

    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 17,805 shares
    Change vs previous 13F +6,760 shares

    0.61% of the 13F portfolio, value $5,857,701.

    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 11,045 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,049,997.

    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).