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Uniting Wealth Partners, LLC: FPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Uniting Wealth Partners, LLC on FPE, newest first. How the timeline and the estimate are built.

Uniting Wealth Partners, LLC held 313,744 FPE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,744 shares
    Change vs previous 13F +24,144 shares

    1.14% of the 13F portfolio, value $5,609,739.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 289,600 shares
    Change vs previous 13F +15,370 shares

    1.09% of the 13F portfolio, value $5,140,396.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 274,230 shares
    Change vs previous 13F +1,803 shares

    1.53% of the 13F portfolio, value $4,996,471.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, 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 272,427 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $4,969,062.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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