FLMI FLMI

Ownership history in Prentice Wealth Management LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Prentice Wealth Management LLC reported a position in FLMI (FLMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.48% (2025 Q4)
Avg. % of fund
0.62%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 260,148 +52,064 +25.0% 1.48% $6.5M $24.72
2025 Q3 ADDED 208,084 +21,735 +11.7% 1.27% $5.2M $24.32
2025 Q2 ADDED 186,349 +57,801 +45.0% 1.19% $4.5M $23.57
2025 Q1 ADDED 128,548 +58,283 +82.9% 0.91% $3.1M $23.49
2024 Q4 ADDED 70,265 +67,886 +2853.6% 0.50% $1.7M $23.35
2022 Q2 REDUCED 2,379 -100 -4.0% 0.06% $56K $20.56
2021 Q3 REDUCED 2,479 -1 -0.0% 0.03% $66K $22.81
2021 Q2 REDUCED 2,480 -139,041 -98.2% 0.03% $67K $22.84
2021 Q1 INITIATED 141,521 0.08% $142K $22.24
% of Fund (quarterly)    FLMI price (monthly, adj. close)
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