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Factor Wealth Management LTD: FNDC position timeline

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

Factor Wealth Management LTD held 98,308 FNDC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 98,308 shares
    Change vs previous 13F -5,873 shares

    0.75% of the 13F portfolio, value $4,898,691.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,181 shares
    Change vs previous 13F -15,579 shares

    0.76% of the 13F portfolio, value $5,059,042.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 119,760 shares
    Change vs previous 13F -32,454 shares

    1.04% of the 13F portfolio, value $5,552,081.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 152,214 shares
    Change vs previous 13F +31,645 shares

    1.46% of the 13F portfolio, value $6,781,125.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 120,569 shares
    Change vs previous 13F +54 shares

    1.34% of the 13F portfolio, value $5,366,524.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 120,515 shares
    Change vs previous 13F +8,827 shares

    1.39% of the 13F portfolio, value $5,067,673.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 111,688 shares
    Change vs previous 13F +8,117 shares

    1.24% of the 13F portfolio, value $4,043,094.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 103,571 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,535,903.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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