Skip to content
Disclosery

William Howard & Co Financial Advisors Inc: FRDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Howard & Co Financial Advisors Inc on FRDM, newest first. How the timeline and the estimate are built.

William Howard & Co Financial Advisors Inc held 15,885 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,885 shares
    Change vs previous 13F +29 shares

    0.9% of the 13F portfolio, value $1,158,036.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors Inc
    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 15,856 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $866,529.

    13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors Inc
    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 15,856 shares
    Change vs previous 13F +45 shares

    0.69% of the 13F portfolio, value $812,936.

    13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors Inc
    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 15,811 shares
    Change vs previous 13F -326 shares

    0.6% of the 13F portfolio, value $700,570.

    13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors Inc
    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 16,137 shares
    Change vs previous 13F +112 shares

    0.57% of the 13F portfolio, value $651,928.

    13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors Inc
    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 16,025 shares
    Change vs previous 13F -176 shares

    0.53% of the 13F portfolio, value $561,712.

    13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors Inc
    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 16,201 shares
    Change vs previous 13F +45 shares

    0.48% of the 13F portfolio, value $529,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors Inc
    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 16,156 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $578,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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