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Disclosery

Flatrock Wealth Partners LLC: FNDX position timeline

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

Flatrock Wealth Partners LLC held 268,507 FNDX 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 268,507 shares
    Change vs previous 13F +32,533 shares

    3.28% of the 13F portfolio, value $8,350,564.

    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 235,974 shares
    Change vs previous 13F -307 shares

    2.96% of the 13F portfolio, value $6,571,878.

    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 236,281 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $6,429,216.

    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).