Skip to content
Disclosery

INSIGNEO ADVISORY SERVICES, LLC: FSEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSIGNEO ADVISORY SERVICES, LLC on FSEP, newest first. How the timeline and the estimate are built.

INSIGNEO ADVISORY SERVICES, LLC held 7,494 FSEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,494 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $412,770.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 7,494 shares
    Change vs previous 13F -1,125 shares

    0.03% of the 13F portfolio, value $377,173.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 8,619 shares
    Change vs previous 13F +2,294 shares

    0.03% of the 13F portfolio, value $444,396.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 6,325 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $319,666.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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