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Formidable Asset Management, LLC: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Formidable Asset Management, LLC on FDL, newest first. How the timeline and the estimate are built.

Formidable Asset Management, LLC held 19,599 FDL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,599 shares
    Change vs previous 13F -15,671 shares

    0.16% of the 13F portfolio, value $995,629.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 35,270 shares
    Change vs previous 13F -609 shares

    0.24% of the 13F portfolio, value $1,563,853.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 35,879 shares
    Change vs previous 13F +919 shares

    0.23% of the 13F portfolio, value $1,557,519.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 34,960 shares
    Change vs previous 13F +2,728 shares

    0.23% of the 13F portfolio, value $1,463,763.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 32,232 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,400,158.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 32,232 shares
    Change vs previous 13F +1,190 shares

    0.23% of the 13F portfolio, value $1,400,158.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 31,042 shares
    Change vs previous 13F +15,360 shares

    0.21% of the 13F portfolio, value $1,249,751.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, 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 15,682 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $657,860.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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