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RIVERCHASE WEALTH MANAGEMENT, LLC: FNDA position timeline

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

RIVERCHASE WEALTH MANAGEMENT, LLC held 13,036 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,036 shares
    Change vs previous 13F -172 shares

    0.23% of the 13F portfolio, value $496,150.

    13F-HR 0002085853-26-000769 filed by RIVERCHASE 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 13,208 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $428,335.

    13F-HR 0002085853-26-000418 filed by RIVERCHASE 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 13,208 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $416,184.

    13F-HR 0002085853-26-000169 filed by RIVERCHASE 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 13,208 shares
    Change vs previous 13F -208 shares

    0.23% of the 13F portfolio, value $411,561.

    13F-HR 0002085853-25-000140 filed by RIVERCHASE 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 13,416 shares
    Change vs previous 13F -3,737 shares

    0.24% of the 13F portfolio, value $384,368.

    13F-HR 0001667731-25-000939 filed by RIVERCHASE 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 17,153 shares
    Change vs previous 13F -1,741 shares

    0.33% of the 13F portfolio, value $469,821.

    13F-HR 0001667731-25-000591 filed by RIVERCHASE 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 18,894 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $561,152.

    13F-HR 0001667731-25-000242 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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