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Morey & Quinn Wealth Partners, LLC: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morey & Quinn Wealth Partners, LLC on FDL, newest first. How the timeline and the estimate are built.

Morey & Quinn Wealth Partners, LLC held 13,341 FDL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,341 shares
    Change vs previous 13F -1,153 shares

    0.42% of the 13F portfolio, value $649,189.

    13F-HR 0002055521-26-000004 filed by Morey & Quinn Wealth Partners, 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 14,494 shares
    Change vs previous 13F +512 shares

    0.52% of the 13F portfolio, value $736,311.

    13F-HR 0002055521-26-000002 filed by Morey & Quinn Wealth Partners, 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 13,982 shares
    Change vs previous 13F +387 shares

    0.45% of the 13F portfolio, value $619,976.

    13F-HR 0002055521-26-000001 filed by Morey & Quinn Wealth Partners, 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 13,595 shares
    Change vs previous 13F +230 shares

    0.43% of the 13F portfolio, value $590,173.

    13F-HR 0002055521-25-000002 filed by Morey & Quinn Wealth Partners, 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 13,365 shares
    Change vs previous 13F -885 shares

    0.45% of the 13F portfolio, value $559,606.

    13F-HR 0001085146-25-004093 filed by Morey & Quinn Wealth Partners, 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 14,250 shares
    Change vs previous 13F +887 shares

    0.51% of the 13F portfolio, value $619,034.

    13F-HR 0001085146-25-002135 filed by Morey & Quinn Wealth Partners, 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 13,363 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $538,007.

    13F-HR 0001085146-25-001023 filed by Morey & Quinn Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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