Position in FIX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$83,241
+$25,324 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,201
of 1,341 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Financial Life Planners holds $83,241 across 1 Engineering & Construction name. FIX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
42 | $83,241 |
All Filings in FIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,241 | 42 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $57,917 | 42 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $41,259 | 50 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $80,571 | 190 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||