RIVERCHASE WEALTH MANAGEMENT, LLC: FNDF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RIVERCHASE WEALTH MANAGEMENT, LLC on FNDF, newest first. How the timeline and the estimate are built.
RIVERCHASE WEALTH MANAGEMENT, LLC held 19,818 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 19,818 sharesChange vs previous 13F -90 shares
0.49% of the 13F portfolio, value $1,045,598.
13F-HR 0002085853-26-000769 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,908 sharesChange vs previous 13F 0 shares
0.51% of the 13F portfolio, value $974,098.
13F-HR 0002085853-26-000418 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,908 sharesChange vs previous 13F 0 shares
0.49% of the 13F portfolio, value $900,041.
13F-HR 0002085853-26-000169 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,908 sharesChange vs previous 13F +206 shares
0.48% of the 13F portfolio, value $855,248.
13F-HR 0002085853-25-000140 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,702 sharesChange vs previous 13F -969 shares
0.5% of the 13F portfolio, value $788,474.
13F-HR 0001667731-25-000939 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,671 sharesChange vs previous 13F -774 shares
0.52% of the 13F portfolio, value $747,050.
13F-HR 0001667731-25-000591 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,445 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $712,188.
13F-HR 0001667731-25-000242 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).