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Disclosery

21 West Wealth Management LLC: FNDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on FNDE, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 32,649 FNDE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,649 shares
    Change vs previous 13F -1,116 shares

    1.19% of the 13F portfolio, value $1,367,014.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,765 shares
    Change vs previous 13F -921 shares

    1.14% of the 13F portfolio, value $1,339,795.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 34,686 shares
    Change vs previous 13F -2,321 shares

    1.23% of the 13F portfolio, value $1,327,086.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,007 shares
    Change vs previous 13F +241 shares

    1.22% of the 13F portfolio, value $1,334,472.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,766 shares
    Change vs previous 13F -2 shares

    1.26% of the 13F portfolio, value $1,329,459.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,768 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,213,712.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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