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MorganRosel Wealth Management, LLC: FNDC position timeline

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

MorganRosel Wealth Management, LLC held 102,929 FNDC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,929 shares
    Change vs previous 13F +3,377 shares

    1.69% of the 13F portfolio, value $4,998,232.

    13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, 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 99,552 shares
    Change vs previous 13F -60,895 shares

    1.82% of the 13F portfolio, value $4,615,231.

    13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, 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 160,447 shares
    Change vs previous 13F +155,710 shares

    1.79% of the 13F portfolio, value $7,147,914.

    13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, 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 4,737 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $210,844.

    13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, 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 4,737 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $199,191.

    13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, 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 4,737 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $171,479.

    13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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