FRG Family Wealth Advisors LLC: FLTR position timeline

FRG Family Wealth Advisors LLC held 174,370 FLTR shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 174,370 shares

   Change vs previous 13F -200 shares

   0.73% of the 13F portfolio, value $4,442,948.

   13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 174,570 shares

   Change vs previous 13F 0 shares

   0.69% of the 13F portfolio, value $4,448,044.

   13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 174,570 shares

   Change vs previous 13F +126,470 shares

   0.72% of the 13F portfolio, value $4,463,755.

   13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 48,100 shares

   Change vs previous 13F +25,300 shares

   0.21% of the 13F portfolio, value $1,226,550.

   13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 22,800 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $582,540.

   13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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