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MIDLAND WEALTH ADVISORS, LLC: FNDX position timeline

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

MIDLAND WEALTH ADVISORS, LLC held 62,937 FNDX 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 62,937 shares
    Change vs previous 13F -828 shares

    0.09% of the 13F portfolio, value $1,957,341.

    13F-HR 0001951757-26-001047 filed by MIDLAND WEALTH ADVISORS, 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 63,765 shares
    Change vs previous 13F -2,996 shares

    0.09% of the 13F portfolio, value $1,775,855.

    13F-HR 0001951757-26-000794 filed by MIDLAND WEALTH ADVISORS, 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 66,761 shares
    Change vs previous 13F +142 shares

    0.09% of the 13F portfolio, value $1,816,567.

    13F-HR 0001951757-26-000299 filed by MIDLAND WEALTH ADVISORS, 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 66,619 shares
    Change vs previous 13F +397 shares

    0.09% of the 13F portfolio, value $1,752,080.

    13F-HR 0001951757-25-001353 filed by MIDLAND WEALTH ADVISORS, 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 66,222 shares
    Change vs previous 13F -8,982 shares

    0.09% of the 13F portfolio, value $1,625,088.

    13F-HR 0001951757-25-001044 filed by MIDLAND WEALTH ADVISORS, 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 75,204 shares
    Change vs previous 13F -57,163 shares

    0.1% of the 13F portfolio, value $1,775,566.

    13F-HR 0001951757-25-000355 filed by MIDLAND WEALTH ADVISORS, 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 132,367 shares
    Change vs previous 13F +93,109 shares

    0.19% of the 13F portfolio, value $3,134,451.

    13F-HR 0001951757-25-000207 filed by MIDLAND WEALTH ADVISORS, 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 39,258 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,817,154.

    13F-HR 0001951757-24-001107 filed by MIDLAND WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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