Skip to content
Disclosery

RF&L WEALTH MANAGEMENT, LLC: FNDF position timeline

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

RF&L WEALTH MANAGEMENT, LLC held 42,205 FNDF 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 42,205 shares
    Change vs previous 13F -774 shares

    1.51% of the 13F portfolio, value $2,226,736.

    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 42,979 shares
    Change vs previous 13F -695 shares

    1.57% of the 13F portfolio, value $2,102,962.

    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 43,674 shares
    Change vs previous 13F -3,325 shares

    1.11% of the 13F portfolio, value $1,974,502.

    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 46,999 shares
    Change vs previous 13F +325 shares

    1.19% of the 13F portfolio, value $2,019,077.

    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 46,674 shares
    Change vs previous 13F -700 shares

    1.2% of the 13F portfolio, value $1,867,893.

    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 47,374 shares
    Change vs previous 13F -1,189 shares

    1.22% of the 13F portfolio, value $1,712,096.

    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 48,563 shares
    Change vs previous 13F -100 shares

    1.14% of the 13F portfolio, value $1,612,777.

    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 48,663 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,818,536.

    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).