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Financial & Tax Architects, LLC: OUNZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial & Tax Architects, LLC on OUNZ, newest first. How the timeline and the estimate are built.

Financial & Tax Architects, LLC held 34,200 OUNZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,200 shares
    Change vs previous 13F +9,203 shares

    0.28% of the 13F portfolio, value $1,319,778.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 24,997 shares
    Change vs previous 13F +4,159 shares

    0.25% of the 13F portfolio, value $1,126,115.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 20,838 shares
    Change vs previous 13F +1,681 shares

    0.19% of the 13F portfolio, value $864,360.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 19,157 shares
    Change vs previous 13F +5,931 shares

    0.16% of the 13F portfolio, value $712,449.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 13,226 shares
    Change vs previous 13F +1,847 shares

    0.1% of the 13F portfolio, value $421,777.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 11,379 shares
    Change vs previous 13F -29 shares

    0.09% of the 13F portfolio, value $342,963.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 11,408 shares
    Change vs previous 13F +278 shares

    0.07% of the 13F portfolio, value $288,622.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,130 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $282,591.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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