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Plotkin Financial Advisors, LLC: FAD position timeline

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

Plotkin Financial Advisors, LLC held 41,711 FAD 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 41,711 shares
    Change vs previous 13F -2,955 shares

    3.46% of the 13F portfolio, value $8,340,919.

    13F-HR 0001826394-26-000003 filed by Plotkin Financial Advisors, 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 44,666 shares
    Change vs previous 13F -240 shares

    3.57% of the 13F portfolio, value $7,098,445.

    13F-HR 0001826394-26-000002 filed by Plotkin Financial Advisors, 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 44,906 shares
    Change vs previous 13F -726 shares

    3.55% of the 13F portfolio, value $7,268,143.

    13F-HR 0001826394-26-000001 filed by Plotkin Financial Advisors, 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 45,632 shares
    Change vs previous 13F +30 shares

    3.62% of the 13F portfolio, value $7,326,089.

    13F-HR 0001826394-25-000007 filed by Plotkin Financial Advisors, 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 45,602 shares
    Change vs previous 13F -547 shares

    3.69% of the 13F portfolio, value $6,695,285.

    13F-HR 0001826394-25-000004 filed by Plotkin Financial Advisors, 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 46,149 shares
    Change vs previous 13F +224 shares

    3.67% of the 13F portfolio, value $5,970,259.

    13F-HR 0001826394-25-000003 filed by Plotkin Financial Advisors, 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 45,925 shares
    Change vs previous 13F -297 shares

    3.77% of the 13F portfolio, value $6,347,142.

    13F-HR 0001826394-25-000001 filed by Plotkin Financial Advisors, 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 46,222 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $6,175,259.

    13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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