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Disclosery

Austin Private Wealth, LLC: FNDA position timeline

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

Austin Private Wealth, LLC held 21,355 FNDA shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 21,355 shares
    Change vs previous 13F -1,185 shares

    0.05% of the 13F portfolio, value $672,907.

    13F-HR 0001172661-26-000230 filed by Austin Private 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 ended2025-09-30
    13F 22,540 shares
    Change vs previous 13F -793 shares

    0.05% of the 13F portfolio, value $702,353.

    13F-HR 0001172661-25-004325 filed by Austin Private 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 ended2025-06-30
    13F 23,333 shares
    Change vs previous 13F -1,919 shares

    0.05% of the 13F portfolio, value $668,479.

    13F-HR 0001172661-25-002847 filed by Austin Private 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 ended2025-03-31
    13F 25,252 shares
    Change vs previous 13F -3,838 shares

    0.06% of the 13F portfolio, value $691,639.

    13F-HR 0001172661-25-001646 filed by Austin Private 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 ended2024-12-31
    13F 29,090 shares
    Change vs previous 13F +14,524 shares

    0.08% of the 13F portfolio, value $863,981.

    13F-HR 0001172661-25-000335 filed by Austin Private 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 ended2024-09-30
    13F 14,566 shares
    Change vs previous 13F -1,127 shares

    0.08% of the 13F portfolio, value $867,709.

    13F-HR 0001172661-24-004415 filed by Austin Private 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 ended2024-06-30
    13F/A 15,693 shares
    Change vs previous 13F -5,817 shares

    0.09% of the 13F portfolio, value $861,832.

    13F-HR/A 0001085146-24-003037 filed by Austin Private 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 ended2024-03-31
    13F 21,510 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,201,951.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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