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Portland Financial Advisors Inc: FENI position timeline

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

Portland Financial Advisors Inc held 6,039 FENI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,039 shares
    Change vs previous 13F +55 shares

    0.44% of the 13F portfolio, value $242,364.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors 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 5,984 shares
    Change vs previous 13F +45 shares

    0.46% of the 13F portfolio, value $222,589.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors 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 5,939 shares
    Change vs previous 13F +58 shares

    0.46% of the 13F portfolio, value $217,247.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors 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 5,881 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $207,483.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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