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Proquility Private Wealth Partners, LLC: FDN position timeline

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

Proquility Private Wealth Partners, LLC held 6,905 FDN shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,905 shares
    Change vs previous 13F -255 shares

    0.47% of the 13F portfolio, value $1,533,946.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 7,160 shares
    Change vs previous 13F +172 shares

    0.56% of the 13F portfolio, value $1,741,097.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 6,988 shares
    Change vs previous 13F -1,530 shares

    0.47% of the 13F portfolio, value $1,480,268.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 8,518 shares
    Change vs previous 13F +51 shares

    0.6% of the 13F portfolio, value $1,745,679.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 8,467 shares
    Change vs previous 13F +857 shares

    0.59% of the 13F portfolio, value $1,736,497.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 7,610 shares
    Change vs previous 13F -2,240 shares

    0.54% of the 13F portfolio, value $1,419,646.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 9,850 shares
    Change vs previous 13F -211 shares

    0.64% of the 13F portfolio, value $1,572,159.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,061 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,639,842.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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