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Equity Wealth Partners, LLC: FNDX position timeline

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

Equity Wealth Partners, LLC held 483,474 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 483,474 shares
    Change vs previous 13F +28,744 shares

    5.4% of the 13F portfolio, value $15,036,040.

    13F-HR 0002097037-26-000009 filed by Equity Wealth Partners, 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 454,730 shares
    Change vs previous 13F +53,252 shares

    8.19% of the 13F portfolio, value $12,664,232.

    13F-HR 0002097037-26-000004 filed by Equity Wealth Partners, 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 401,478 shares
    Change vs previous 13F +214,525 shares

    7.08% of the 13F portfolio, value $10,924,209.

    13F-HR 0002097037-26-000002 filed by Equity Wealth Partners, 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 186,953 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $4,916,858.

    13F-HR 0002097037-25-000003 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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