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Disclosery

HB Wealth Management, LLC: FNDA position timeline

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

HB Wealth Management, LLC held 29,595 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,595 shares
    Change vs previous 13F -1,449 shares

    0.01% of the 13F portfolio, value $1,126,407.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 31,044 shares
    Change vs previous 13F -5,089 shares

    0.01% of the 13F portfolio, value $1,006,784.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 36,133 shares
    Change vs previous 13F +632 shares

    0.01% of the 13F portfolio, value $1,138,561.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 35,501 shares
    Change vs previous 13F -2,982 shares

    0.01% of the 13F portfolio, value $1,106,211.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 38,483 shares
    Change vs previous 13F -9,341 shares

    0.01% of the 13F portfolio, value $1,102,543.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 47,824 shares
    Change vs previous 13F +37,396 shares

    0.01% of the 13F portfolio, value $1,309,911.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 10,428 shares
    Change vs previous 13F +4,562 shares

    <0.01% of the 13F portfolio, value $309,733.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 5,866 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,463.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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