TWIN PEAKS WEALTH ADVISORS, LLC: FPEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TWIN PEAKS WEALTH ADVISORS, LLC on FPEI, newest first. How the timeline and the estimate are built.
TWIN PEAKS WEALTH ADVISORS, LLC held 42,959 FPEI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 42,959 sharesChange vs previous 13F -1,231 shares
0.19% of the 13F portfolio, value $828,679.
13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,190 sharesChange vs previous 13F -345 shares
0.21% of the 13F portfolio, value $839,603.
13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,535 sharesChange vs previous 13F -4,233 shares
0.25% of the 13F portfolio, value $868,437.
13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,768 sharesChange vs previous 13F -1,842 shares
0.32% of the 13F portfolio, value $943,167.
13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,610 sharesChange vs previous 13F -939 shares
0.31% of the 13F portfolio, value $969,940.
13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 51,549 sharesChange vs previous 13F -2,379 shares
0.43% of the 13F portfolio, value $937,167.
13F-HR 0001986152-25-000027 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,928 sharesChange vs previous 13F +611 shares
0.43% of the 13F portfolio, value $1,008,452.
13F-HR 0001986152-25-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 53,317 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $1,016,765.
13F-HR 0001085146-24-005166 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).