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PENSION & WEALTH MANAGEMENT ADVISORS, INC.: FNDA position timeline

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 44,176 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,176 shares
    Change vs previous 13F -2,556 shares

    0.45% of the 13F portfolio, value $1,681,379.

    13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 46,732 shares
    Change vs previous 13F -3,960 shares

    0.45% of the 13F portfolio, value $1,515,570.

    13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 50,692 shares
    Change vs previous 13F -106 shares

    0.47% of the 13F portfolio, value $1,597,348.

    13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 50,798 shares
    Change vs previous 13F +599 shares

    0.5% of the 13F portfolio, value $1,582,890.

    13F-HR 0002145782-26-000013 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 50,199 shares
    Change vs previous 13F +231 shares

    0.48% of the 13F portfolio, value $1,438,245.

    13F-HR 0002145782-26-000012 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 49,968 shares
    Change vs previous 13F -1,572 shares

    0.51% of the 13F portfolio, value $1,368,654.

    13F-HR 0002145782-26-000011 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 51,540 shares
    Change vs previous 13F +29,272 shares

    0.61% of the 13F portfolio, value $1,530,777.

    13F-HR 0002145782-26-000010 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 22,268 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,326,572.

    13F-HR 0002145782-26-000009 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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