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Disclosery

Bravera Wealth: FNDX position timeline

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

Bravera Wealth held 209,549 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,549 shares
    Change vs previous 13F +17,906 shares

    2.5% of the 13F portfolio, value $6,516,974.

    13F-HR 0002126773-26-000003 filed by Bravera Wealth
    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 191,643 shares
    Change vs previous 13F +33,639 shares

    2.4% of the 13F portfolio, value $5,337,258.

    13F-HR 0002126773-26-000002 filed by Bravera Wealth
    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 158,004 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $4,299,289.

    13F-HR 0002126773-26-000001 filed by Bravera Wealth
    Filed (acceptance time not in the bulk data set), ingested

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