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PENOBSCOT WEALTH MANAGEMENT: FDIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENOBSCOT WEALTH MANAGEMENT on FDIS, newest first. How the timeline and the estimate are built.

PENOBSCOT WEALTH MANAGEMENT held 41,177 FDIS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,177 shares
    Change vs previous 13F +983 shares

    1.13% of the 13F portfolio, value $4,234,624.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 40,194 shares
    Change vs previous 13F +5,705 shares

    1.11% of the 13F portfolio, value $3,748,492.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 34,489 shares
    Change vs previous 13F +1,155 shares

    1.09% of the 13F portfolio, value $3,523,434.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 33,334 shares
    Change vs previous 13F +917 shares

    1.1% of the 13F portfolio, value $3,429,035.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 32,417 shares
    Change vs previous 13F +2,730 shares

    1.09% of the 13F portfolio, value $3,049,453.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 29,687 shares
    Change vs previous 13F -6,023 shares

    1.06% of the 13F portfolio, value $2,508,880.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 35,710 shares
    Change vs previous 13F +1,105 shares

    1.6% of the 13F portfolio, value $3,480,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,605 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,061,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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