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EQ WEALTH ADVISORS, LLC: FNDE position timeline

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

EQ WEALTH ADVISORS, LLC held 55,141 FNDE 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 55,141 shares
    Change vs previous 13F -2,223 shares

    1.2% of the 13F portfolio, value $2,188,010.

    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 57,364 shares
    Change vs previous 13F -2,506 shares

    1.28% of the 13F portfolio, value $2,194,736.

    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 59,870 shares
    Change vs previous 13F -3,060 shares

    1.27% of the 13F portfolio, value $2,158,902.

    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 62,930 shares
    Change vs previous 13F -390 shares

    1.5% of the 13F portfolio, value $2,275,543.

    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 63,320 shares
    Change vs previous 13F -708 shares

    1.42% of the 13F portfolio, value $2,090,188.

    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 64,028 shares
    Change vs previous 13F -1,692 shares

    1.57% of the 13F portfolio, value $1,972,060.

    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 65,720 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $1,909,176.

    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).