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PUFF WEALTH MANAGEMENT, LLC: FPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUFF WEALTH MANAGEMENT, LLC on FPX, newest first. How the timeline and the estimate are built.

PUFF WEALTH MANAGEMENT, LLC held 1,327 FPX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,327 shares
    Change vs previous 13F -105 shares

    0.22% of the 13F portfolio, value $236,449.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,432 shares
    Change vs previous 13F -348 shares

    0.3% of the 13F portfolio, value $295,255.

    13F-HR 0002085853-26-000648 filed by PUFF WEALTH 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 1,780 shares
    Change vs previous 13F -72 shares

    0.38% of the 13F portfolio, value $293,782.

    13F-HR 0002085853-26-000011 filed by PUFF WEALTH 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 1,852 shares
    Change vs previous 13F -5,202 shares

    0.47% of the 13F portfolio, value $307,667.

    13F-HR 0002085853-25-000009 filed by PUFF WEALTH 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 7,054 shares
    Change vs previous 13F +5,213 shares

    0.44% of the 13F portfolio, value $267,859.

    13F-HR 0001667731-25-001133 filed by PUFF WEALTH 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 1,841 shares
    Change vs previous 13F +4 shares

    0.36% of the 13F portfolio, value $205,674.

    13F-HR 0001667731-25-000431 filed by PUFF WEALTH 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 1,837 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $219,490.

    13F-HR 0001667731-25-000188 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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