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Per Stirling Capital Management, LLC.: FIXD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on FIXD, newest first. How the timeline and the estimate are built.

Per Stirling Capital Management, LLC. held 421,122 FIXD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 421,122 shares
    Change vs previous 13F +1,213 shares

    1.75% of the 13F portfolio, value $18,365,126.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 419,909 shares
    Change vs previous 13F +65,904 shares

    2.02% of the 13F portfolio, value $18,303,845.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 354,005 shares
    Change vs previous 13F +10,920 shares

    1.76% of the 13F portfolio, value $15,689,505.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 343,085 shares
    Change vs previous 13F +21,905 shares

    1.82% of the 13F portfolio, value $15,239,851.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 321,180 shares
    Change vs previous 13F +17,694 shares

    1.84% of the 13F portfolio, value $14,096,602.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 303,486 shares
    Change vs previous 13F -79,915 shares

    1.91% of the 13F portfolio, value $13,304,824.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 383,401 shares
    Change vs previous 13F +24,095 shares

    2.34% of the 13F portfolio, value $16,474,728.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, LLC.
    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 359,306 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $16,254,985.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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