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CASTLE WEALTH MANAGEMENT LLC: FNDF position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 75,835 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,835 shares
    Change vs previous 13F -2,005 shares

    1.19% of the 13F portfolio, value $4,001,034.

    13F-HR 0001936420-26-000005 filed by CASTLE 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 77,840 shares
    Change vs previous 13F -1,272 shares

    1.23% of the 13F portfolio, value $3,808,721.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 79,112 shares
    Change vs previous 13F -1,432 shares

    1.18% of the 13F portfolio, value $3,576,663.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 80,544 shares
    Change vs previous 13F -1,335 shares

    1.17% of the 13F portfolio, value $3,460,164.

    13F-HR 0001936420-25-000008 filed by CASTLE 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 81,879 shares
    Change vs previous 13F -2,187 shares

    1.19% of the 13F portfolio, value $3,276,792.

    13F-HR 0001936420-25-000005 filed by CASTLE 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 84,066 shares
    Change vs previous 13F -2,875 shares

    1.19% of the 13F portfolio, value $3,038,162.

    13F-HR 0001936420-25-000003 filed by CASTLE 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 86,941 shares
    Change vs previous 13F +10,488 shares

    1.14% of the 13F portfolio, value $2,887,326.

    13F-HR 0001936420-25-000001 filed by CASTLE 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 76,453 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,857,064.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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