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TWIN PEAKS WEALTH ADVISORS, LLC: FID position timeline

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

TWIN PEAKS WEALTH ADVISORS, LLC held 26,810 FID 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 26,810 shares
    Change vs previous 13F -149 shares

    0.13% of the 13F portfolio, value $575,324.

    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 26,959 shares
    Change vs previous 13F +328 shares

    0.14% of the 13F portfolio, value $564,651.

    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 26,631 shares
    Change vs previous 13F +3,893 shares

    0.17% of the 13F portfolio, value $588,275.

    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 22,738 shares
    Change vs previous 13F -753 shares

    0.15% of the 13F portfolio, value $447,943.

    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 23,491 shares
    Change vs previous 13F +2,157 shares

    0.15% of the 13F portfolio, value $464,997.

    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 21,334 shares
    Change vs previous 13F -1,663 shares

    0.17% of the 13F portfolio, value $366,302.

    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 22,997 shares
    Change vs previous 13F +4,345 shares

    0.16% of the 13F portfolio, value $374,383.

    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 18,652 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $327,537.

    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).