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Processus Wealth & Capital Management, LLC: FELV position timeline

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

Processus Wealth & Capital Management, LLC held 73,794 FELV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 73,794 shares
    Change vs previous 13F -3,612 shares

    1.75% of the 13F portfolio, value $2,958,401.

    13F-HR/A 0001214659-26-008578 filed by Processus Wealth & 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 77,406 shares
    Change vs previous 13F -1,823 shares

    1.83% of the 13F portfolio, value $2,702,243.

    13F-HR 0001214659-26-005982 filed by Processus Wealth & 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 79,229 shares
    Change vs previous 13F +2,006 shares

    1.81% of the 13F portfolio, value $2,746,077.

    13F-HR 0001214659-26-000243 filed by Processus Wealth & 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 77,223 shares
    Change vs previous 13F -415 shares

    1.86% of the 13F portfolio, value $2,589,287.

    13F-HR 0001214659-25-015846 filed by Processus Wealth & 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 77,638 shares
    Change vs previous 13F -1,671 shares

    1.95% of the 13F portfolio, value $2,466,559.

    13F-HR 0001214659-25-010460 filed by Processus Wealth & 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 79,309 shares
    Change vs previous 13F +259 shares

    2.08% of the 13F portfolio, value $2,437,959.

    13F-HR 0001214659-25-006705 filed by Processus Wealth & 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 79,050 shares
    Change vs previous 13F +649 shares

    1.92% of the 13F portfolio, value $2,408,654.

    13F-HR 0001214659-25-001895 filed by Processus Wealth & 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 78,401 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $2,427,295.

    13F-HR 0001214659-24-018265 filed by Processus Wealth & Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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