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Disclosery

Wright Wealth LLC: FRDM position timeline

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

Wright Wealth LLC held 112,571 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,571 shares
    Change vs previous 13F -10,539 shares

    4.93% of the 13F portfolio, value $8,206,403.

    13F-HR 0002085853-26-000898 filed by Wright Wealth 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 123,110 shares
    Change vs previous 13F -3,575 shares

    4.5% of the 13F portfolio, value $6,727,959.

    13F-HR 0002085853-26-000596 filed by Wright Wealth 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 126,685 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $6,495,157.

    13F-HR 0001437749-26-004178 filed by Wright Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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