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HRC WEALTH MANAGEMENT, LLC: FNDX position timeline

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

HRC WEALTH MANAGEMENT, LLC held 32,254 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,254 shares
    Change vs previous 13F +122 shares

    0.41% of the 13F portfolio, value $1,003,099.

    13F-HR 0001172661-26-002576 filed by HRC 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 32,132 shares
    Change vs previous 13F +179 shares

    0.42% of the 13F portfolio, value $894,868.

    13F-HR 0001172661-26-001695 filed by HRC 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 31,953 shares
    Change vs previous 13F -53 shares

    0.42% of the 13F portfolio, value $869,444.

    13F-HR 0001172661-26-000243 filed by HRC 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 32,006 shares
    Change vs previous 13F +314 shares

    0.41% of the 13F portfolio, value $841,750.

    13F-HR 0001172661-25-004294 filed by HRC 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 31,692 shares
    Change vs previous 13F +138 shares

    0.41% of the 13F portfolio, value $777,729.

    13F-HR 0001172661-25-002668 filed by HRC 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 31,554 shares
    Change vs previous 13F +548 shares

    0.46% of the 13F portfolio, value $744,979.

    13F-HR 0001172661-25-001722 filed by HRC 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 31,006 shares
    Change vs previous 13F +21,612 shares

    0.44% of the 13F portfolio, value $734,222.

    13F-HR 0001172661-25-000686 filed by HRC 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 9,394 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $674,085.

    13F-HR 0001172661-24-004563 filed by HRC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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