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SWEENEY & MICHEL, LLC: FDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on FDX, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 4,060 FDX 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 4,060 shares
    Change vs previous 13F +8 shares

    0.34% of the 13F portfolio, value $1,293,405.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 4,052 shares
    Change vs previous 13F -42 shares

    0.44% of the 13F portfolio, value $1,506,906.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 4,094 shares
    Change vs previous 13F -53 shares

    0.44% of the 13F portfolio, value $1,502,994.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 4,147 shares
    Change vs previous 13F +18 shares

    0.31% of the 13F portfolio, value $931,553.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 4,129 shares
    Change vs previous 13F +17 shares

    0.35% of the 13F portfolio, value $974,728.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 4,112 shares
    Change vs previous 13F -192 shares

    0.36% of the 13F portfolio, value $814,522.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,304 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,181,028.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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