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Darwin Wealth Management, LLC: FNDX position timeline

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

Darwin Wealth Management, LLC held 13,557 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,557 shares
    Change vs previous 13F +59 shares

    0.12% of the 13F portfolio, value $421,628.

    13F-HR 0001663224-26-000003 filed by Darwin 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 13,498 shares
    Change vs previous 13F -1,982 shares

    0.12% of the 13F portfolio, value $375,939.

    13F-HR 0001663224-26-000002 filed by Darwin 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 15,480 shares
    Change vs previous 13F +172 shares

    0.13% of the 13F portfolio, value $421,230.

    13F-HR 0001663224-26-000001 filed by Darwin 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 15,308 shares
    Change vs previous 13F -944 shares

    0.13% of the 13F portfolio, value $402,610.

    13F-HR 0001663224-25-000009 filed by Darwin 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 16,252 shares
    Change vs previous 13F -2,036 shares

    0.14% of the 13F portfolio, value $398,832.

    13F-HR 0001663224-25-000002 filed by Darwin 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 18,288 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $433,081.

    13F-HR 0001663224-25-000005 filed by Darwin 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/A 18,288 shares
    Change vs previous 13F +11,561 shares

    0.15% of the 13F portfolio, value $433,081.

    13F-HR/A 0001663224-25-000008 filed by Darwin 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 6,727 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $482,714.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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