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StoneCrest Wealth Management, Inc.: FPEI position timeline

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

StoneCrest Wealth Management, Inc. held 103,531 FPEI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,531 shares
    Change vs previous 13F -2,050 shares

    0.64% of the 13F portfolio, value $1,997,113.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 105,581 shares
    Change vs previous 13F -302 shares

    0.85% of the 13F portfolio, value $2,006,039.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 105,883 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,053,071.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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