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Disclosery

L.M. KOHN & COMPANY: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on FDL, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 6,275 FDL shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,275 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $272,398.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,275 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $262,734.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,275 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $272,586.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,275 shares
    Change vs previous 13F -995 shares

    0.07% of the 13F portfolio, value $252,632.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,270 shares
    Change vs previous 13F -9,020 shares

    0.08% of the 13F portfolio, value $304,977.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 16,290 shares
    Change vs previous 13F -1,524 shares

    0.17% of the 13F portfolio, value $617,880.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 17,814 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $685,483.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 17,814 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $639,166.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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