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Disclosery

1776 Wealth LLC: FDN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on FDN, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 6,683 FDN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,683 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,765,979.

    13F-HR 0001803140-26-000004 filed by 1776 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 6,683 shares
    Change vs previous 13F -270 shares

    0.61% of the 13F portfolio, value $1,564,022.

    13F-HR 0001803140-26-000002 filed by 1776 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 6,953 shares
    Change vs previous 13F -32 shares

    0.7% of the 13F portfolio, value $1,871,609.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,985 shares
    Change vs previous 13F -233 shares

    0.75% of the 13F portfolio, value $1,954,682.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,218 shares
    Change vs previous 13F +81 shares

    0.8% of the 13F portfolio, value $1,944,024.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,137 shares
    Change vs previous 13F +245 shares

    0.73% of the 13F portfolio, value $1,585,485.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,892 shares
    Change vs previous 13F +4 shares

    0.77% of the 13F portfolio, value $1,675,928.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,888 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,459,085.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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