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Spectrum Wealth Advisory Group, LLC: FPX position timeline

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

Spectrum Wealth Advisory Group, LLC held 11,265 FPX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,265 shares
    Change vs previous 13F -107 shares

    0.66% of the 13F portfolio, value $2,322,631.

    13F-HR 0001776821-26-000003 filed by Spectrum Wealth Advisory Group, 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 11,372 shares
    Change vs previous 13F -250 shares

    0.67% of the 13F portfolio, value $1,805,995.

    13F-HR 0001776821-26-000002 filed by Spectrum Wealth Advisory Group, 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 11,622 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,901,253.

    13F-HR 0001776821-26-000001 filed by Spectrum Wealth Advisory Group, 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 11,622 shares
    Change vs previous 13F -62 shares

    0.8% of the 13F portfolio, value $1,931,121.

    13F-HR 0001776821-25-000006 filed by Spectrum Wealth Advisory Group, 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 11,684 shares
    Change vs previous 13F -58 shares

    0.79% of the 13F portfolio, value $1,693,137.

    13F-HR 0001776821-25-000003 filed by Spectrum Wealth Advisory Group, 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 11,742 shares
    Change vs previous 13F -270 shares

    0.63% of the 13F portfolio, value $1,312,054.

    13F-HR 0001172661-25-002115 filed by Spectrum Wealth Advisory Group, 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 12,012 shares
    Change vs previous 13F -255 shares

    0.68% of the 13F portfolio, value $1,435,603.

    13F-HR 0001172661-25-000436 filed by Spectrum Wealth Advisory Group, 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 12,267 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,351,750.

    13F-HR 0001172661-24-004512 filed by Spectrum Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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