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ALLEN WEALTH MANAGEMENT, LLC: FNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLEN WEALTH MANAGEMENT, LLC on FNDX, newest first. How the timeline and the estimate are built.

ALLEN WEALTH MANAGEMENT, LLC held 1,005,844 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,005,844 shares
    Change vs previous 13F +43,737 shares

    15.23% of the 13F portfolio, value $31,281,750.

    13F-HR 0001172661-26-002791 filed by ALLEN WEALTH MANAGEMENT, 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 962,107 shares
    Change vs previous 13F +43,202 shares

    13.41% of the 13F portfolio, value $26,794,680.

    13F-HR 0001172661-26-001632 filed by ALLEN 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 ended2025-12-31
    13F 918,905 shares
    Change vs previous 13F -51,670 shares

    15.05% of the 13F portfolio, value $25,003,416.

    13F-HR 0001172661-26-000286 filed by ALLEN 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 ended2025-09-30
    13F 970,575 shares
    Change vs previous 13F +15,035 shares

    17.3% of the 13F portfolio, value $25,526,126.

    13F-HR 0001172661-25-004371 filed by ALLEN 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 ended2025-06-30
    13F 955,540 shares
    Change vs previous 13F -7,841 shares

    16.4% of the 13F portfolio, value $23,448,942.

    13F-HR 0001172661-25-002706 filed by ALLEN 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 ended2025-03-31
    13F 963,381 shares
    Change vs previous 13F +17,992 shares

    15.66% of the 13F portfolio, value $22,745,439.

    13F-HR 0001172661-25-001779 filed by ALLEN WEALTH MANAGEMENT, 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 945,389 shares
    Change vs previous 13F +632,651 shares

    16.04% of the 13F portfolio, value $22,386,821.

    13F-HR 0001172661-25-000716 filed by ALLEN WEALTH MANAGEMENT, 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 312,738 shares
    Change vs previous 13F not available

    15.56% of the 13F portfolio, value $22,442,110.

    13F-HR 0001172661-24-004398 filed by ALLEN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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