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Dechtman Wealth Management, LLC: FNDA position timeline

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

Dechtman Wealth Management, LLC held 23,140 FNDA shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 23,140 shares
    Change vs previous 13F +2,225 shares

    0.13% of the 13F portfolio, value $687,260.

    13F-HR 0001992316-25-000001 filed by Dechtman 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 ended2024-09-30
    13F 20,915 shares
    Change vs previous 13F -71,037 shares

    0.25% of the 13F portfolio, value $1,245,931.

    13F-HR 0001992316-24-000007 filed by Dechtman 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 ended2024-06-30
    13F 91,952 shares
    Change vs previous 13F -1,570 shares

    1.13% of the 13F portfolio, value $5,049,989.

    13F-HR 0001992316-24-000004 filed by Dechtman 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 ended2024-03-31
    13F/A 93,522 shares
    Change vs previous 13F -1,807 shares

    1.24% of the 13F portfolio, value $5,333,577.

    13F-HR/A 0001992316-24-000003 filed by Dechtman 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 ended2023-12-31
    13F 95,329 shares
    Change vs previous 13F +67,109 shares

    1.39% of the 13F portfolio, value $5,276,000.

    13F-HR 0001992316-24-000001 filed by Dechtman 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 ended2023-09-30
    13F 28,220 shares
    Change vs previous 13F +21,440 shares

    0.41% of the 13F portfolio, value $1,368,000.

    13F-HR 0001992316-23-000004 filed by Dechtman 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 ended2023-06-30
    13F 6,780 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $342,065.

    13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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