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Latko Wealth Management, Ltd.: FNDF position timeline

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

Latko Wealth Management, Ltd. held 387,366 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,366 shares
    Change vs previous 13F -24,435 shares

    8.68% of the 13F portfolio, value $20,437,439.

    13F-HR 0001937769-26-000004 filed by Latko Wealth Management, Ltd.
    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 411,801 shares
    Change vs previous 13F +36,311 shares

    9.82% of the 13F portfolio, value $20,149,441.

    13F-HR 0001937769-26-000003 filed by Latko Wealth Management, Ltd.
    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 375,490 shares
    Change vs previous 13F +199,906 shares

    8.31% of the 13F portfolio, value $16,975,886.

    13F-HR 0001937769-26-000002 filed by Latko Wealth Management, Ltd.
    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 175,584 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $7,543,083.

    13F-HR 0001937769-25-000009 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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