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EQ WEALTH ADVISORS, LLC: FNDA position timeline

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

EQ WEALTH ADVISORS, LLC held 69,451 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,451 shares
    Change vs previous 13F -597 shares

    1.45% of the 13F portfolio, value $2,643,320.

    13F-HR 0001986152-26-000095 filed by EQ WEALTH ADVISORS, 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 70,048 shares
    Change vs previous 13F -3,645 shares

    1.33% of the 13F portfolio, value $2,271,667.

    13F-HR 0001986152-26-000052 filed by EQ WEALTH ADVISORS, 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 73,693 shares
    Change vs previous 13F -4,795 shares

    1.37% of the 13F portfolio, value $2,322,081.

    13F-HR 0001986152-26-000004 filed by EQ WEALTH ADVISORS, 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 78,488 shares
    Change vs previous 13F +287 shares

    1.61% of the 13F portfolio, value $2,445,672.

    13F-HR 0002047572-25-000002 filed by EQ WEALTH ADVISORS, 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 78,201 shares
    Change vs previous 13F +17,700 shares

    1.53% of the 13F portfolio, value $2,240,453.

    13F-HR 0001986152-25-000049 filed by EQ WEALTH ADVISORS, 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 60,501 shares
    Change vs previous 13F -3,658 shares

    1.32% of the 13F portfolio, value $1,657,121.

    13F-HR 0001986152-25-000029 filed by EQ WEALTH ADVISORS, 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 64,159 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,905,515.

    13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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