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PUREfi Wealth, LLC: FBCG position timeline

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

PUREfi Wealth, LLC held 37,368 FBCG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,368 shares
    Change vs previous 13F +593 shares

    1.27% of the 13F portfolio, value $2,320,912.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 36,775 shares
    Change vs previous 13F +5,143 shares

    1.21% of the 13F portfolio, value $1,843,151.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, 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 31,632 shares
    Change vs previous 13F -2,083 shares

    1.33% of the 13F portfolio, value $1,734,686.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, 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 33,715 shares
    Change vs previous 13F +2,076 shares

    1.39% of the 13F portfolio, value $1,809,134.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 31,639 shares
    Change vs previous 13F +13,584 shares

    1.22% of the 13F portfolio, value $1,526,253.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 18,055 shares
    Change vs previous 13F +5,543 shares

    0.72% of the 13F portfolio, value $721,656.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, 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 12,512 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $578,805.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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