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Disclosery

Wealth Quarterback LLC: FENI position timeline

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

Wealth Quarterback LLC held 153,327 FENI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,327 shares
    Change vs previous 13F +21,480 shares

    1.9% of the 13F portfolio, value $6,153,030.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 131,847 shares
    Change vs previous 13F +18,646 shares

    1.93% of the 13F portfolio, value $4,904,718.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 113,201 shares
    Change vs previous 13F +3,853 shares

    1.49% of the 13F portfolio, value $4,140,909.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 109,348 shares
    Change vs previous 13F +6,201 shares

    1.49% of the 13F portfolio, value $3,857,792.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 103,147 shares
    Change vs previous 13F +12,683 shares

    1.63% of the 13F portfolio, value $3,430,677.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 90,464 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,692,209.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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