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RHODES INVESTMENT ADVISORS INC /ADV: FEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RHODES INVESTMENT ADVISORS INC /ADV on FEP, newest first. How the timeline and the estimate are built.

RHODES INVESTMENT ADVISORS INC /ADV held 5,045 FEP 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 5,045 shares
    Change vs previous 13F -1,025 shares

    0.2% of the 13F portfolio, value $284,588.

    13F-HR 0001214659-26-012646 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,070 shares
    Change vs previous 13F +725 shares

    0.25% of the 13F portfolio, value $346,294.

    13F-HR 0001214659-26-009089 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,345 shares
    Change vs previous 13F +1,175 shares

    0.25% of the 13F portfolio, value $291,890.

    13F-HR 0001214659-26-006133 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,170 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $224,157.

    13F-HR 0001214659-26-006104 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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