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Disclosery

Councilor Wealth, LLC: FNDX position timeline

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

Councilor Wealth, LLC held 32,637 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,637 shares
    Change vs previous 13F +14 shares

    0.42% of the 13F portfolio, value $1,027,107.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,623 shares
    Change vs previous 13F -3,974 shares

    0.41% of the 13F portfolio, value $1,014,586.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 36,597 shares
    Change vs previous 13F -1,061 shares

    0.49% of the 13F portfolio, value $1,019,244.

    13F-HR 0001172661-26-001795 filed by Councilor 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 ended2025-12-31
    13F 37,658 shares
    Change vs previous 13F -354 shares

    0.48% of the 13F portfolio, value $1,024,700.

    13F-HR 0001172661-26-000354 filed by Councilor 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 ended2025-09-30
    13F 38,012 shares
    Change vs previous 13F -526 shares

    0.46% of the 13F portfolio, value $999,713.

    13F-HR 0001172661-25-004615 filed by Councilor 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 ended2025-06-30
    13F 38,538 shares
    Change vs previous 13F +1,715 shares

    0.44% of the 13F portfolio, value $945,734.

    13F-HR 0001172661-25-002765 filed by Councilor 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 ended2025-03-31
    13F 36,823 shares
    Change vs previous 13F -2,528 shares

    0.43% of the 13F portfolio, value $869,410.

    13F-HR 0001172661-25-001499 filed by Councilor 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 ended2024-12-31
    13F 39,351 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $931,849.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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