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FWG Investments, LLC.: FJUL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FWG Investments, LLC. on FJUL, newest first. How the timeline and the estimate are built.

FWG Investments, LLC. held 24,300 FJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,300 shares
    Change vs previous 13F -1,268 shares

    0.77% of the 13F portfolio, value $1,446,841.

    13F-HR 0001944877-26-000003 filed by FWG Investments, 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 25,568 shares
    Change vs previous 13F -2,027 shares

    0.89% of the 13F portfolio, value $1,399,098.

    13F-HR 0001944877-26-000002 filed by FWG Investments, 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 27,595 shares
    Change vs previous 13F -908 shares

    0.98% of the 13F portfolio, value $1,543,014.

    13F-HR 0001944877-26-000001 filed by FWG Investments, 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 28,503 shares
    Change vs previous 13F +10,304 shares

    1.07% of the 13F portfolio, value $1,559,987.

    13F-HR 0001944877-25-000014 filed by FWG Investments, 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 18,199 shares
    Change vs previous 13F -1,841 shares

    0.72% of the 13F portfolio, value $941,624.

    13F-HR 0001944877-25-000011 filed by FWG Investments, 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 20,040 shares
    Change vs previous 13F -1,865 shares

    1.12% of the 13F portfolio, value $954,599.

    13F-HR 0001944877-25-000009 filed by FWG Investments, 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 21,905 shares
    Change vs previous 13F -354 shares

    0.83% of the 13F portfolio, value $1,072,649.

    13F-HR 0001944877-25-000008 filed by FWG Investments, 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/A 22,259 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,070,896.

    13F-HR/A 0001944877-25-000004 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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