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Rolek Wealth Management LLC: FELG position timeline

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

Rolek Wealth Management LLC held 34,669 FELG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,669 shares
    Change vs previous 13F -97 shares

    0.85% of the 13F portfolio, value $1,516,774.

    13F-HR 0001951757-26-001010 filed by Rolek Wealth Management 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 34,766 shares
    Change vs previous 13F -675 shares

    0.93% of the 13F portfolio, value $1,303,391.

    13F-HR 0001951757-26-000692 filed by Rolek 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 35,441 shares
    Change vs previous 13F +762 shares

    1.01% of the 13F portfolio, value $1,477,871.

    13F-HR 0001951757-26-000306 filed by Rolek 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 34,679 shares
    Change vs previous 13F +3,121 shares

    1.07% of the 13F portfolio, value $1,426,013.

    13F-HR 0001951757-25-001226 filed by Rolek 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 31,558 shares
    Change vs previous 13F -8,249 shares

    1.01% of the 13F portfolio, value $1,168,582.

    13F-HR 0001951757-25-000890 filed by Rolek 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 39,807 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,223,658.

    13F-HR 0001951757-25-000385 filed by Rolek Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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