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TWIN PEAKS WEALTH ADVISORS, LLC: FDN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TWIN PEAKS WEALTH ADVISORS, LLC on FDN, newest first. How the timeline and the estimate are built.

TWIN PEAKS WEALTH ADVISORS, LLC held 10,463 FDN 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 10,463 shares
    Change vs previous 13F -862 shares

    0.63% of the 13F portfolio, value $2,769,867.

    13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, 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 11,325 shares
    Change vs previous 13F -1,494 shares

    0.67% of the 13F portfolio, value $2,650,480.

    13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, 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 12,819 shares
    Change vs previous 13F -828 shares

    0.93% of the 13F portfolio, value $3,180,735.

    13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, 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 13,647 shares
    Change vs previous 13F -168 shares

    1.3% of the 13F portfolio, value $3,818,927.

    13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, 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 13,815 shares
    Change vs previous 13F -999 shares

    1.21% of the 13F portfolio, value $3,751,297.

    13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, 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 14,814 shares
    Change vs previous 13F -1,384 shares

    1.46% of the 13F portfolio, value $3,208,463.

    13F-HR 0001986152-25-000027 filed by TWIN PEAKS WEALTH ADVISORS, 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 16,198 shares
    Change vs previous 13F -1,004 shares

    1.67% of the 13F portfolio, value $3,938,754.

    13F-HR 0001986152-25-000018 filed by TWIN PEAKS WEALTH ADVISORS, 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 17,202 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,644,036.

    13F-HR 0001085146-24-005166 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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