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SHP Wealth Management

Position in FPAG — FPA Global Equity ETF

CIK 1807060 PLYMOUTH, MA

Position in FPAG

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,067,897
+$1,160,208 QoQ
Shares Held
51,512
+105.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#8
of 15 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FPAG Over Time

Shares Held

Position Value (USD)

All Filings in FPAG

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,067,897 51,512
2026-03-31 $907,689 25,019