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Seros Financial, LLC: FPE position timeline

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

Seros Financial, LLC held 555,256 FPE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 555,256 shares
    Change vs previous 13F +36,803 shares

    5.17% of the 13F portfolio, value $9,927,974.

    13F-HR 0001104659-26-095632 filed by Seros Financial, 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 518,453 shares
    Change vs previous 13F +9,750 shares

    5.86% of the 13F portfolio, value $9,202,539.

    13F-HR 0001104659-26-055527 filed by Seros Financial, 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 508,703 shares
    Change vs previous 13F +45,730 shares

    5.44% of the 13F portfolio, value $9,268,569.

    13F-HR 0001104659-26-011337 filed by Seros Financial, 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/A 462,973 shares
    Change vs previous 13F +21,104 shares

    5.11% of the 13F portfolio, value $8,444,624.

    13F-HR/A 0001104659-25-120288 filed by Seros Financial, 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 441,869 shares
    Change vs previous 13F +13,389 shares

    4.99% of the 13F portfolio, value $7,865,264.

    13F-HR 0001667731-25-000900 filed by Seros Financial, 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 428,480 shares
    Change vs previous 13F +27,463 shares

    5.63% of the 13F portfolio, value $7,536,963.

    13F-HR 0001667731-25-000445 filed by Seros Financial, 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 401,017 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $6,961,655.

    13F-HR 0001667731-25-000052 filed by Seros Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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