Frisch Financial Group, Inc.: POCT position timeline

Frisch Financial Group, Inc. held 0 POCT shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -36,497 shares

   13F-HR 0001767730-25-000007 filed by Frisch Financial Group, Inc.
   Filed 2025-11-10 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 36,497 shares

   Change vs previous 13F 0 shares

   0.37% of the 13F portfolio, value $1,507,000.

   13F-HR 0001767730-25-000005 filed by Frisch Financial Group, Inc.
   Filed 2025-08-14 (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).

3. period ended2025-03-31

   13F 36,497 shares

   Change vs previous 13F -44,782 shares

   0.4% of the 13F portfolio, value $1,418,000.

   13F-HR 0001767730-25-000004 filed by Frisch Financial Group, Inc.
   Filed 2025-05-14 (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).

4. period ended2024-12-31

   13F 81,279 shares

   Change vs previous 13F -757 shares

   0.97% of the 13F portfolio, value $3,216,000.

   13F-HR 0001767730-25-000001 filed by Frisch Financial Group, Inc.
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 82,036 shares

   Change vs previous 13F not available

   0.96% of the 13F portfolio, value $3,195,000.

   13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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