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CHANNEL WEALTH LLC: FNDB position timeline

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

CHANNEL WEALTH LLC held 37,682 FNDB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,682 shares
    Change vs previous 13F +2,491 shares

    0.26% of the 13F portfolio, value $1,147,794.

    13F-HR 0001975550-26-000004 filed by CHANNEL 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 ended2026-03-31
    13F 35,191 shares
    Change vs previous 13F +175 shares

    0.23% of the 13F portfolio, value $957,195.

    13F-HR 0001975550-26-000003 filed by CHANNEL 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 ended2025-12-31
    13F 35,016 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $930,375.

    13F-HR 0001975550-26-000001 filed by CHANNEL 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 ended2025-09-30
    13F 35,016 shares
    Change vs previous 13F +3,866 shares

    0.24% of the 13F portfolio, value $901,312.

    13F-HR 0001975550-25-000006 filed by CHANNEL 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 ended2025-06-30
    13F 31,150 shares
    Change vs previous 13F -4,990 shares

    0.21% of the 13F portfolio, value $746,977.

    13F-HR 0001831193-25-000005 filed by CHANNEL 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 ended2025-03-31
    13F 36,140 shares
    Change vs previous 13F -1,570 shares

    0.26% of the 13F portfolio, value $831,581.

    13F-HR 0001975550-25-000003 filed by CHANNEL 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 ended2024-12-31
    13F 37,710 shares
    Change vs previous 13F +25,140 shares

    0.29% of the 13F portfolio, value $877,135.

    13F-HR 0001975550-25-000001 filed by CHANNEL 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 ended2024-09-30
    13F 12,570 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $884,551.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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