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LOWERY THOMAS, LLC: FLDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOWERY THOMAS, LLC on FLDR, newest first. How the timeline and the estimate are built.

LOWERY THOMAS, LLC held 74,205 FLDR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,205 shares
    Change vs previous 13F -1,235 shares

    1.82% of the 13F portfolio, value $3,718,392.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 75,440 shares
    Change vs previous 13F +989 shares

    2.16% of the 13F portfolio, value $3,775,760.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 74,451 shares
    Change vs previous 13F +5,384 shares

    2.11% of the 13F portfolio, value $3,739,693.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 69,067 shares
    Change vs previous 13F +6,592 shares

    2% of the 13F portfolio, value $3,467,161.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 62,475 shares
    Change vs previous 13F -3,072 shares

    2% of the 13F portfolio, value $3,128,132.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 65,547 shares
    Change vs previous 13F +35 shares

    2.25% of the 13F portfolio, value $3,285,184.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 65,512 shares
    Change vs previous 13F +16,876 shares

    2.13% of the 13F portfolio, value $3,271,028.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
    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 48,636 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,442,005.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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