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Disclosery

HORAN Wealth, LLC: FNDA position timeline

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

HORAN Wealth, LLC held 289,037 FNDA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 289,037 shares
    Change vs previous 13F -288,045 shares

    1.38% of the 13F portfolio, value $11,000,724.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 577,082 shares
    Change vs previous 13F +291,350 shares

    1.78% of the 13F portfolio, value $18,680,398.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 285,732 shares
    Change vs previous 13F +4,481 shares

    1.38% of the 13F portfolio, value $9,003,427.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 281,251 shares
    Change vs previous 13F +14,877 shares

    1.38% of the 13F portfolio, value $8,763,775.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 266,374 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $7,631,619.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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