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PTM WEALTH MANAGEMENT, LLC: FNDX position timeline

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

PTM WEALTH MANAGEMENT, LLC held 1,111,614 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,111,614 shares
    Change vs previous 13F +59,714 shares

    15.78% of the 13F portfolio, value $35,038,085.

    13F-HR 0001951757-26-001122 filed by PTM 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 1,051,900 shares
    Change vs previous 13F -258,254 shares

    15.68% of the 13F portfolio, value $29,579,428.

    13F-HR 0001951757-26-000547 filed by PTM 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 1,310,154 shares
    Change vs previous 13F +48,505 shares

    20.49% of the 13F portfolio, value $36,304,356.

    13F-HR 0001951757-26-000043 filed by PTM 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 1,261,649 shares
    Change vs previous 13F +48,087 shares

    19.97% of the 13F portfolio, value $33,458,941.

    13F-HR 0001951757-25-001196 filed by PTM 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 1,213,562 shares
    Change vs previous 13F +52,274 shares

    20.09% of the 13F portfolio, value $30,363,312.

    13F-HR 0001951757-25-000592 filed by PTM 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 1,161,288 shares
    Change vs previous 13F not available

    25.46% of the 13F portfolio, value $24,201,244.

    13F-HR 0001951757-25-000525 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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