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LFA - Lugano Financial Advisors SA: FEZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on FEZ, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 40,634 FEZ 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 40,634 shares
    Change vs previous 13F -31,315 shares

    1.68% of the 13F portfolio, value $2,789,644.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 71,949 shares
    Change vs previous 13F +32,485 shares

    2.27% of the 13F portfolio, value $4,466,594.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 39,464 shares
    Change vs previous 13F -14,654 shares

    1.31% of the 13F portfolio, value $2,541,087.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 54,118 shares
    Change vs previous 13F +520 shares

    1.77% of the 13F portfolio, value $3,361,810.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 53,598 shares
    Change vs previous 13F +1,789 shares

    1.9% of the 13F portfolio, value $3,201,409.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 51,809 shares
    Change vs previous 13F -671 shares

    1.92% of the 13F portfolio, value $2,818,928.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 52,480 shares
    Change vs previous 13F 0 shares

    1.65% of the 13F portfolio, value $2,526,912.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 52,480 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,794,035.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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