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MOLLER WEALTH PARTNERS: FNDA position timeline

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

MOLLER WEALTH PARTNERS held 1,229,114 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,229,114 shares
    Change vs previous 13F -36,916 shares

    8.46% of the 13F portfolio, value $46,780,061.

    13F-HR 0001475271-26-000006 filed by MOLLER WEALTH PARTNERS
    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 1,266,030 shares
    Change vs previous 13F +48,370 shares

    8.11% of the 13F portfolio, value $41,057,350.

    13F-HR 0001475271-26-000004 filed by MOLLER WEALTH PARTNERS
    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 1,217,660 shares
    Change vs previous 13F -16,738 shares

    8.03% of the 13F portfolio, value $38,368,465.

    13F-HR 0001475271-26-000002 filed by MOLLER WEALTH PARTNERS
    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 1,234,398 shares
    Change vs previous 13F -48,721 shares

    8.02% of the 13F portfolio, value $38,463,834.

    13F-HR 0001475271-25-000010 filed by MOLLER WEALTH PARTNERS
    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 1,283,119 shares
    Change vs previous 13F +168,858 shares

    8.12% of the 13F portfolio, value $36,761,349.

    13F-HR 0001475271-25-000008 filed by MOLLER WEALTH PARTNERS
    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 1,114,261 shares
    Change vs previous 13F +113,945 shares

    7.55% of the 13F portfolio, value $30,519,613.

    13F-HR 0001475271-25-000006 filed by MOLLER WEALTH PARTNERS
    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 1,000,316 shares
    Change vs previous 13F +471,685 shares

    7.81% of the 13F portfolio, value $29,709,390.

    13F-HR 0001475271-25-000002 filed by MOLLER WEALTH PARTNERS
    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 528,631 shares
    Change vs previous 13F not available

    7.87% of the 13F portfolio, value $31,490,536.

    13F-HR 0001475271-24-000010 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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