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Monterey Private Wealth, Inc.: FXZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on FXZ, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 8,857 FXZ shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,857 shares
    Change vs previous 13F -235 shares

    0.14% of the 13F portfolio, value $491,093.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 9,092 shares
    Change vs previous 13F -1,793 shares

    0.17% of the 13F portfolio, value $516,518.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 10,885 shares
    Change vs previous 13F -1,044 shares

    0.25% of the 13F portfolio, value $729,729.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 11,929 shares
    Change vs previous 13F -232 shares

    0.29% of the 13F portfolio, value $773,208.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,161 shares
    Change vs previous 13F -1,021 shares

    0.35% of the 13F portfolio, value $867,538.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 13,182 shares
    Change vs previous 13F -2,017 shares

    0.41% of the 13F portfolio, value $909,036.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 15,199 shares
    Change vs previous 13F -66 shares

    0.48% of the 13F portfolio, value $958,094.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 15,265 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $979,832.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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