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Disclosery

Laurel Wealth Planning LLC: FNDE position timeline

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

Laurel Wealth Planning LLC held 157,821 FNDE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,821 shares
    Change vs previous 13F +3,589 shares

    2.77% of the 13F portfolio, value $6,262,338.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 154,232 shares
    Change vs previous 13F -3,192 shares

    3.11% of the 13F portfolio, value $5,900,917.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 157,424 shares
    Change vs previous 13F +3,565 shares

    3.15% of the 13F portfolio, value $5,676,710.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 153,859 shares
    Change vs previous 13F -3,555 shares

    2.94% of the 13F portfolio, value $5,563,542.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 157,414 shares
    Change vs previous 13F +4,623 shares

    2.95% of the 13F portfolio, value $5,196,237.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 152,791 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $4,705,963.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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