Mowery & Schoenfeld Wealth Management, LLC
Position in FPAG — FPA Global Equity ETF
CIK 2019946
LINCOLNSHIRE, IL
Position in FPAG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$18,140
+$7,010 QoQ
Shares Held
500
+66.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,140 | 500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,130 | 300 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||