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Austin Private Wealth, LLC: FNDX position timeline

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

Austin Private Wealth, LLC held 91,067 FNDX 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 91,067 shares
    Change vs previous 13F -598 shares

    0.19% of the 13F portfolio, value $2,477,930.

    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 91,665 shares
    Change vs previous 13F -229 shares

    0.19% of the 13F portfolio, value $2,410,795.

    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 91,894 shares
    Change vs previous 13F +398 shares

    0.18% of the 13F portfolio, value $2,255,090.

    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 91,496 shares
    Change vs previous 13F -11,321 shares

    0.19% of the 13F portfolio, value $2,160,225.

    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 102,817 shares
    Change vs previous 13F +68,398 shares

    0.23% of the 13F portfolio, value $2,434,709.

    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 34,419 shares
    Change vs previous 13F -2,148 shares

    0.24% of the 13F portfolio, value $2,469,910.

    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 36,567 shares
    Change vs previous 13F -83 shares

    0.26% of the 13F portfolio, value $2,449,280.

    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 36,650 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,447,143.

    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).