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Revolve Wealth Partners, LLC: FNDX position timeline

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

Revolve Wealth Partners, LLC held 31,179 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,179 shares
    Change vs previous 13F -2,796 shares

    0.1% of the 13F portfolio, value $969,667.

    13F-HR 0002085853-26-000673 filed by Revolve Wealth Partners, 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 33,975 shares
    Change vs previous 13F +3,664 shares

    0.12% of the 13F portfolio, value $946,204.

    13F-HR 0002085853-26-000357 filed by Revolve Wealth Partners, 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 30,311 shares
    Change vs previous 13F -996 shares

    0.1% of the 13F portfolio, value $824,762.

    13F-HR 0002085853-26-000053 filed by Revolve Wealth Partners, 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 31,307 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $823,374.

    13F-HR 0002085853-25-000078 filed by Revolve Wealth Partners, 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 31,407 shares
    Change vs previous 13F -3,504 shares

    0.1% of the 13F portfolio, value $770,728.

    13F-HR 0001667731-25-000986 filed by Revolve Wealth Partners, 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 34,911 shares
    Change vs previous 13F +4,551 shares

    0.12% of the 13F portfolio, value $824,249.

    13F-HR 0001667731-25-000418 filed by Revolve Wealth Partners, 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/A 30,360 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $718,925.

    13F-HR/A 0001667731-25-000346 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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