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Pasadena Private Wealth, LLC: FNDA position timeline

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

Pasadena Private Wealth, LLC held 212,362 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,362 shares
    Change vs previous 13F +943 shares

    1.03% of the 13F portfolio, value $8,082,516.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 211,419 shares
    Change vs previous 13F -21,660 shares

    0.95% of the 13F portfolio, value $6,856,312.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 233,079 shares
    Change vs previous 13F +7,809 shares

    1% of the 13F portfolio, value $7,344,305.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 225,270 shares
    Change vs previous 13F -50,820 shares

    1.01% of the 13F portfolio, value $7,019,415.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 276,090 shares
    Change vs previous 13F -238,198 shares

    1.35% of the 13F portfolio, value $7,909,966.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 514,288 shares
    Change vs previous 13F +27,438 shares

    2.72% of the 13F portfolio, value $14,086,336.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, 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 486,850 shares
    Change vs previous 13F +242,139 shares

    2.97% of the 13F portfolio, value $14,459,447.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, 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 244,711 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $14,577,430.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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