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Disclosery

Rockport Wealth LLC: FDL position timeline

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

Rockport Wealth LLC held 982,928 FDL 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 982,928 shares
    Change vs previous 13F +97,344 shares

    8.03% of the 13F portfolio, value $47,829,264.

    13F-HR 0002085853-26-000878 filed by Rockport 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 885,584 shares
    Change vs previous 13F -725,992 shares

    8.19% of the 13F portfolio, value $44,974,216.

    13F-HR 0002085853-26-000565 filed by Rockport 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 1,611,576 shares
    Change vs previous 13F -11,874 shares

    13.9% of the 13F portfolio, value $71,457,272.

    13F-HR 0002085853-26-000209 filed by Rockport 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 1,623,450 shares
    Change vs previous 13F -307,338 shares

    14.34% of the 13F portfolio, value $70,473,959.

    13F-HR 0002085853-25-000204 filed by Rockport 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 1,930,788 shares
    Change vs previous 13F -43,307 shares

    18.73% of the 13F portfolio, value $80,842,089.

    13F-HR 0001667731-25-001115 filed by Rockport 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 1,974,095 shares
    Change vs previous 13F +22,588 shares

    30.26% of the 13F portfolio, value $85,754,695.

    13F-HR 0002022866-25-000002 filed by Rockport 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 1,951,507 shares
    Change vs previous 13F +319,857 shares

    34.93% of the 13F portfolio, value $78,567,652.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth 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 1,631,650 shares
    Change vs previous 13F not available

    18.25% of the 13F portfolio, value $68,447,721.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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