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Disclosery

Michels Family Financial, LLC: F position timeline

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

Michels Family Financial, LLC held 104,950 F shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,950 shares
    Change vs previous 13F -597 shares

    0.94% of the 13F portfolio, value $1,458,811.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 105,547 shares
    Change vs previous 13F -15,264 shares

    0.88% of the 13F portfolio, value $1,218,013.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 120,811 shares
    Change vs previous 13F -1,550 shares

    1.16% of the 13F portfolio, value $1,585,042.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 122,361 shares
    Change vs previous 13F +1,503 shares

    1.14% of the 13F portfolio, value $1,463,437.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 120,858 shares
    Change vs previous 13F -195 shares

    1.12% of the 13F portfolio, value $1,311,307.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 121,053 shares
    Change vs previous 13F +60,176 shares

    1.1% of the 13F portfolio, value $1,214,163.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 60,877 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $602,685.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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