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Austin Wealth Management, LLC: FNDA position timeline

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

Austin Wealth Management, LLC held 23,722 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,722 shares
    Change vs previous 13F -669 shares

    0.19% of the 13F portfolio, value $893,114.

    13F-HR 0002003112-26-000007 filed by Austin 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 24,391 shares
    Change vs previous 13F -11,777 shares

    0.18% of the 13F portfolio, value $803,676.

    13F-HR 0002003112-26-000004 filed by Austin 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 36,168 shares
    Change vs previous 13F -4,949 shares

    0.18% of the 13F portfolio, value $1,194,977.

    13F-HR 0002003112-26-000001 filed by Austin 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 41,117 shares
    Change vs previous 13F -20,060 shares

    0.2% of the 13F portfolio, value $1,272,173.

    13F-HR 0002003112-25-000004 filed by Austin 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 61,177 shares
    Change vs previous 13F -73,053 shares

    0.32% of the 13F portfolio, value $1,786,980.

    13F-HR 0001085146-25-004694 filed by Austin 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 134,230 shares
    Change vs previous 13F -10,725 shares

    0.71% of the 13F portfolio, value $3,523,538.

    13F-HR 0001085146-25-002519 filed by Austin 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 144,955 shares
    Change vs previous 13F +69,903 shares

    0.92% of the 13F portfolio, value $4,421,128.

    13F-HR 0001085146-25-000924 filed by Austin 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 75,052 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,380,780.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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