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Poehling Capital Management, INC.: FBIZ position timeline

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

Poehling Capital Management, INC. held 23,848 FBIZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,848 shares
    Change vs previous 13F -1,767 shares

    0.32% of the 13F portfolio, value $1,506,478.

    13F-HR 0001104659-26-084984 filed by Poehling Capital Management, INC.
    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 25,615 shares
    Change vs previous 13F -26,712 shares

    0.29% of the 13F portfolio, value $1,381,417.

    13F-HR 0001104659-26-046126 filed by Poehling Capital Management, INC.
    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 52,327 shares
    Change vs previous 13F -6,000 shares

    0.58% of the 13F portfolio, value $2,841,356.

    13F-HR 0001104659-26-011330 filed by Poehling Capital Management, INC.
    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 58,327 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $2,989,842.

    13F-HR 0001104659-25-106807 filed by Poehling Capital Management, INC.
    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 58,327 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $2,954,846.

    13F-HR 0001104659-25-075984 filed by Poehling Capital Management, INC.
    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 58,327 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,750,118.

    13F-HR 0001104659-25-043863 filed by Poehling Capital Management, INC.
    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 58,327 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $2,699,957.

    13F-HR 0001104659-25-014411 filed by Poehling Capital Management, INC.
    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 58,327 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,659,128.

    13F-HR 0001104659-24-117406 filed by Poehling Capital Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

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