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SHP Wealth Management: FELC position timeline

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

SHP Wealth Management held 1,708,384 FELC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,708,384 shares
    Change vs previous 13F +40,399 shares

    4.92% of the 13F portfolio, value $71,598,354.

    13F-HR 0001807060-26-000005 filed by SHP Wealth Management
    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 1,667,985 shares
    Change vs previous 13F +142,143 shares

    4.56% of the 13F portfolio, value $60,497,730.

    13F-HR 0001807060-26-000003 filed by SHP Wealth Management
    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 1,525,842 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $58,241,493.

    13F-HR 0001807060-26-000002 filed by SHP Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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