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Disclosery

Wealth Quarterback LLC: FENY position timeline

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

Wealth Quarterback LLC held 100,204 FENY 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 100,204 shares
    Change vs previous 13F +14,495 shares

    0.92% of the 13F portfolio, value $2,962,032.

    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 85,709 shares
    Change vs previous 13F -4,989 shares

    1.15% of the 13F portfolio, value $2,915,821.

    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 90,698 shares
    Change vs previous 13F +4,967 shares

    0.81% of the 13F portfolio, value $2,246,583.

    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 85,731 shares
    Change vs previous 13F +4,952 shares

    0.82% of the 13F portfolio, value $2,119,261.

    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 80,779 shares
    Change vs previous 13F -9,094 shares

    0.9% of the 13F portfolio, value $1,894,271.

    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 89,873 shares
    Change vs previous 13F -77,591 shares

    1.29% of the 13F portfolio, value $2,296,249.

    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).

  7. period ended2024-12-31
    13F 167,464 shares
    Change vs previous 13F -5,204 shares

    1.87% of the 13F portfolio, value $3,992,348.

    13F-HR 0001803386-25-000002 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).

  8. period ended2024-09-30
    13F 172,668 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $4,157,835.

    13F-HR 0001803386-24-000005 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).