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Randall & Associates Wealth Management: FDL position timeline

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

Randall & Associates Wealth Management held 163,745 FDL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,745 shares
    Change vs previous 13F -9,136 shares

    4.93% of the 13F portfolio, value $7,967,832.

    13F-HR 0002011901-26-000003 filed by Randall & Associates Wealth Management
    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 172,881 shares
    Change vs previous 13F -10,452 shares

    5.92% of the 13F portfolio, value $8,782,354.

    13F-HR 0002011901-26-000002 filed by Randall & Associates Wealth Management
    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 183,333 shares
    Change vs previous 13F +5,716 shares

    5.63% of the 13F portfolio, value $8,128,985.

    13F-HR 0002011901-26-000001 filed by Randall & Associates Wealth Management
    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 177,617 shares
    Change vs previous 13F +52,383 shares

    5.6% of the 13F portfolio, value $7,710,354.

    13F-HR 0002011901-25-000008 filed by Randall & Associates Wealth Management
    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 125,234 shares
    Change vs previous 13F +29,777 shares

    4.03% of the 13F portfolio, value $5,243,548.

    13F-HR 0001085146-25-004041 filed by Randall & Associates Wealth Management
    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 95,457 shares
    Change vs previous 13F -216 shares

    3.42% of the 13F portfolio, value $4,146,653.

    13F-HR 0001085146-25-001977 filed by Randall & Associates Wealth Management
    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 95,673 shares
    Change vs previous 13F +4,601 shares

    3.2% of the 13F portfolio, value $3,851,795.

    13F-HR 0001085146-25-000221 filed by Randall & Associates Wealth Management
    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 91,072 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $3,820,471.

    13F-HR 0001085146-24-005418 filed by Randall & Associates Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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