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Disclosery

LeClair Wealth Partners LLC: FIXD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LeClair Wealth Partners LLC on FIXD, newest first. How the timeline and the estimate are built.

LeClair Wealth Partners LLC held 410,941 FIXD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 410,941 shares
    Change vs previous 13F +410,941 shares

    9.28% of the 13F portfolio, value $17,921,151.

    13F-HR 0001765380-26-000269 filed by LeClair Wealth Partners 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 0 shares
    Change vs previous 13F -398,454 shares

    13F-HR 0001765380-26-000162 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2025-12-31
    13F 398,454 shares
    Change vs previous 13F -127,065 shares

    10.24% of the 13F portfolio, value $17,659,488.

    13F-HR 0001765380-26-000105 filed by LeClair Wealth Partners 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 525,519 shares
    Change vs previous 13F +11,711 shares

    14.54% of the 13F portfolio, value $23,343,554.

    13F-HR 0001765380-25-000465 filed by LeClair Wealth Partners 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 513,808 shares
    Change vs previous 13F +60,421 shares

    15.31% of the 13F portfolio, value $22,551,033.

    13F-HR 0001765380-25-000291 filed by LeClair Wealth Partners 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 453,387 shares
    Change vs previous 13F +28,614 shares

    14.32% of the 13F portfolio, value $19,876,486.

    13F-HR 0001765380-25-000227 filed by LeClair Wealth Partners 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 424,773 shares
    Change vs previous 13F not available

    12.17% of the 13F portfolio, value $18,252,496.

    13F-HR 0001765380-25-000117 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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