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Dechtman Wealth Management, LLC: FNDX position timeline

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

Dechtman Wealth Management, LLC held 29,994 FNDX 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 29,994 shares
    Change vs previous 13F +20,043 shares

    0.14% of the 13F portfolio, value $710,260.

    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 9,951 shares
    Change vs previous 13F -98 shares

    0.15% of the 13F portfolio, value $714,108.

    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 10,049 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $673,088.

    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 10,049 shares
    Change vs previous 13F +43 shares

    0.16% of the 13F portfolio, value $677,209.

    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 10,006 shares
    Change vs previous 13F +53 shares

    0.16% of the 13F portfolio, value $619,000.

    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 9,953 shares
    Change vs previous 13F +49 shares

    0.16% of the 13F portfolio, value $557,000.

    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 9,904 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $570,199.

    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).