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Disclosery

Norris Financial Group, LLC: FEZ position timeline

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

Norris Financial Group, LLC held 10,120 FEZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,120 shares
    Change vs previous 13F +1,406 shares

    0.28% of the 13F portfolio, value $695,042.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 8,714 shares
    Change vs previous 13F -49,021 shares

    0.18% of the 13F portfolio, value $540,965.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 57,735 shares
    Change vs previous 13F -28,218 shares

    1.26% of the 13F portfolio, value $3,717,557.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 85,953 shares
    Change vs previous 13F -108,141 shares

    1.95% of the 13F portfolio, value $5,339,400.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 194,094 shares
    Change vs previous 13F +101,577 shares

    4.75% of the 13F portfolio, value $11,593,235.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 92,517 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $5,033,850.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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