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Disclosery

Priebe Wealth Holdings LLC: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Priebe Wealth Holdings LLC on FDL, newest first. How the timeline and the estimate are built.

Priebe Wealth Holdings LLC held 23,612 FDL shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 23,612 shares
    Change vs previous 13F +1,385 shares

    0.86% of the 13F portfolio, value $988,634.

    13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 22,227 shares
    Change vs previous 13F -4,480 shares

    0.6% of the 13F portfolio, value $965,541.

    13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 26,707 shares
    Change vs previous 13F +2,645 shares

    0.73% of the 13F portfolio, value $1,075,224.

    13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 24,062 shares
    Change vs previous 13F +3,990 shares

    0.74% of the 13F portfolio, value $1,009,401.

    13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 20,072 shares
    Change vs previous 13F +710 shares

    0.6% of the 13F portfolio, value $761,331.

    13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,362 shares
    Change vs previous 13F +730 shares

    0.58% of the 13F portfolio, value $745,050.

    13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 18,632 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $668,516.

    13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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