FRG Family Wealth Advisors LLC: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FRG Family Wealth Advisors LLC on SBUX, newest first. How the timeline and the estimate are built.
FRG Family Wealth Advisors LLC held 6,605 SBUX shares at 2026-03-31 per its 13F-HR filed 2026-04-24.
the latest 13F is the newest step
- period ended2026-03-3113F 6,605 sharesChange vs previous 13F +6 shares
0.1% of the 13F portfolio, value $591,752.
13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,599 sharesChange vs previous 13F +97 shares
0.09% of the 13F portfolio, value $555,724.
13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,502 sharesChange vs previous 13F +7 shares
0.09% of the 13F portfolio, value $550,045.
13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,495 sharesChange vs previous 13F -794 shares
0.1% of the 13F portfolio, value $595,171.
13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,289 sharesChange vs previous 13F +7 shares
0.14% of the 13F portfolio, value $714,956.
13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,282 sharesChange vs previous 13F -315 shares
0.12% of the 13F portfolio, value $664,482.
13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,597 sharesChange vs previous 13F +6 shares
0.13% of the 13F portfolio, value $740,599.
13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,591 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $572,160.
13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).