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PENOBSCOT WEALTH MANAGEMENT: FIDU position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 39,321 FIDU 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 39,321 shares
    Change vs previous 13F +1,330 shares

    1.05% of the 13F portfolio, value $3,916,767.

    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 37,991 shares
    Change vs previous 13F +2,585 shares

    0.97% of the 13F portfolio, value $3,286,994.

    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 35,406 shares
    Change vs previous 13F +787 shares

    0.9% of the 13F portfolio, value $2,920,319.

    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 34,619 shares
    Change vs previous 13F +5,243 shares

    0.91% of the 13F portfolio, value $2,836,679.

    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 29,376 shares
    Change vs previous 13F +2,471 shares

    0.82% of the 13F portfolio, value $2,277,540.

    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 26,905 shares
    Change vs previous 13F +12,016 shares

    0.77% of the 13F portfolio, value $1,842,160.

    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 14,889 shares
    Change vs previous 13F +248 shares

    0.48% of the 13F portfolio, value $1,047,000.

    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 14,641 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,057,000.

    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).