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Disclosery

LWM Advisory Services, LLC: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on FDL, newest first. How the timeline and the estimate are built.

LWM Advisory Services, LLC held 0 FDL shares at 2025-09-30 per its 13F-HR filed 2025-11-25.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -29,483 shares

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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.

  2. period ended2025-06-30
    13F 29,483 shares
    Change vs previous 13F -25,462 shares

    0.85% of the 13F portfolio, value $1,234,450.

    13F-HR 0001420506-25-002140 filed by LWM 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 ended2025-03-31
    13F 54,945 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,386,813.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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