Skip to content
Disclosery

Flatrock Wealth Partners LLC: FNDA position timeline

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

Flatrock Wealth Partners LLC held 59,039 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,039 shares
    Change vs previous 13F +7,602 shares

    0.88% of the 13F portfolio, value $2,247,039.

    13F-HR 0001951757-26-001263 filed by Flatrock 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 51,437 shares
    Change vs previous 13F +4,928 shares

    0.75% of the 13F portfolio, value $1,668,109.

    13F-HR 0001951757-26-000752 filed by Flatrock 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/A 46,509 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,465,502.

    13F-HR/A 0001951757-26-000907 filed by Flatrock Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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