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Riverpoint Wealth Management Holdings, LLC: FREL position timeline

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

Riverpoint Wealth Management Holdings, LLC held 574,099 FREL 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 574,099 shares
    Change vs previous 13F +18,241 shares

    3.09% of the 13F portfolio, value $16,821,102.

    13F-HR 0001682733-26-000004 filed by Riverpoint Wealth Management Holdings, 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 555,858 shares
    Change vs previous 13F +30,075 shares

    3.18% of the 13F portfolio, value $14,958,148.

    13F-HR 0001682733-26-000002 filed by Riverpoint Wealth Management Holdings, 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 525,783 shares
    Change vs previous 13F +27,878 shares

    3.04% of the 13F portfolio, value $14,138,300.

    13F-HR 0001682733-26-000001 filed by Riverpoint Wealth Management Holdings, 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 497,905 shares
    Change vs previous 13F +30,529 shares

    3.04% of the 13F portfolio, value $13,846,733.

    13F-HR 0001682733-25-000003 filed by Riverpoint Wealth Management Holdings, 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 467,376 shares
    Change vs previous 13F +17,341 shares

    2.97% of the 13F portfolio, value $12,637,842.

    13F-HR 0001085146-25-004176 filed by Riverpoint Wealth Management Holdings, 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 450,035 shares
    Change vs previous 13F +19,293 shares

    3.19% of the 13F portfolio, value $12,362,457.

    13F-HR 0001085146-25-002621 filed by Riverpoint Wealth Management Holdings, 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 430,742 shares
    Change vs previous 13F +3,502 shares

    3.04% of the 13F portfolio, value $11,638,634.

    13F-HR 0001085146-25-000790 filed by Riverpoint Wealth Management Holdings, 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 427,240 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $12,595,030.

    13F-HR 0001085146-24-005354 filed by Riverpoint Wealth Management Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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