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GENESIS PRIVATE WEALTH, LLC: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on FDL, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 121,926 FDL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,926 shares
    Change vs previous 13F +4,647 shares

    1.67% of the 13F portfolio, value $5,932,928.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 117,279 shares
    Change vs previous 13F +146 shares

    1.88% of the 13F portfolio, value $5,957,778.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 117,133 shares
    Change vs previous 13F +6,778 shares

    1.61% of the 13F portfolio, value $5,193,696.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 110,355 shares
    Change vs previous 13F +2,851 shares

    2.01% of the 13F portfolio, value $4,790,503.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 107,504 shares
    Change vs previous 13F +2,537 shares

    2.12% of the 13F portfolio, value $4,501,183.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 104,967 shares
    Change vs previous 13F +4,149 shares

    2.42% of the 13F portfolio, value $4,559,752.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 100,818 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $4,058,948.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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