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MOLLER WEALTH PARTNERS: FNDX position timeline

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

MOLLER WEALTH PARTNERS held 958,661 FNDX 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 958,661 shares
    Change vs previous 13F -2,385 shares

    5.39% of the 13F portfolio, value $29,814,358.

    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 961,046 shares
    Change vs previous 13F +34,465 shares

    5.28% of the 13F portfolio, value $26,765,135.

    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 926,581 shares
    Change vs previous 13F -12,152 shares

    5.28% of the 13F portfolio, value $25,212,266.

    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 938,733 shares
    Change vs previous 13F +64,831 shares

    5.15% of the 13F portfolio, value $24,688,680.

    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 873,902 shares
    Change vs previous 13F +62,562 shares

    4.74% of the 13F portfolio, value $21,445,545.

    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 811,340 shares
    Change vs previous 13F +44,825 shares

    4.74% of the 13F portfolio, value $19,155,732.

    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 766,515 shares
    Change vs previous 13F +502,033 shares

    4.77% of the 13F portfolio, value $18,151,070.

    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 264,482 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $18,979,246.

    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).