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RF&L WEALTH MANAGEMENT, LLC: FNDC position timeline

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

RF&L WEALTH MANAGEMENT, LLC held 105,517 FNDC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,517 shares
    Change vs previous 13F -791 shares

    3.47% of the 13F portfolio, value $5,123,906.

    13F-HR 0001965915-26-000003 filed by RF&L 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 106,308 shares
    Change vs previous 13F -1,584 shares

    3.69% of the 13F portfolio, value $4,928,439.

    13F-HR 0001965915-26-000002 filed by RF&L 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 107,892 shares
    Change vs previous 13F -1,570 shares

    2.69% of the 13F portfolio, value $4,806,589.

    13F-HR 0001965915-26-000001 filed by RF&L 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 109,462 shares
    Change vs previous 13F +255 shares

    2.86% of the 13F portfolio, value $4,872,154.

    13F-HR 0001965915-25-000008 filed by RF&L 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 109,207 shares
    Change vs previous 13F -573 shares

    2.96% of the 13F portfolio, value $4,592,154.

    13F-HR 0001965915-25-000006 filed by RF&L 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 109,780 shares
    Change vs previous 13F +1,865 shares

    2.84% of the 13F portfolio, value $3,974,036.

    13F-HR 0001965915-25-000005 filed by RF&L WEALTH MANAGEMENT, 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 107,915 shares
    Change vs previous 13F +3,645 shares

    2.61% of the 13F portfolio, value $3,684,218.

    13F-HR 0001965915-25-000002 filed by RF&L WEALTH MANAGEMENT, 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 104,270 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $3,977,901.

    13F-HR 0001725547-24-005915 filed by RF&L WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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