Skip to content
Disclosery

Pasadena Private Wealth, LLC: FNDX position timeline

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

Pasadena Private Wealth, LLC held 868,323 FNDX 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 868,323 shares
    Change vs previous 13F -4,731 shares

    3.45% of the 13F portfolio, value $27,004,857.

    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 873,054 shares
    Change vs previous 13F -43,800 shares

    3.37% of the 13F portfolio, value $24,314,561.

    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 916,854 shares
    Change vs previous 13F +379,498 shares

    3.41% of the 13F portfolio, value $24,947,585.

    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 537,356 shares
    Change vs previous 13F -131,843 shares

    2.04% of the 13F portfolio, value $14,132,467.

    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 669,199 shares
    Change vs previous 13F +65,002 shares

    2.81% of the 13F portfolio, value $16,422,132.

    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 604,197 shares
    Change vs previous 13F +29,076 shares

    2.75% of the 13F portfolio, value $14,265,100.

    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 575,121 shares
    Change vs previous 13F +385,783 shares

    2.8% of the 13F portfolio, value $13,618,870.

    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 189,338 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $13,586,889.

    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).