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Schrum Private Wealth Management LLC: FNDX position timeline

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

Schrum Private Wealth Management LLC held 26,351 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,351 shares
    Change vs previous 13F -48,450 shares

    1.73% of the 13F portfolio, value $1,688,490.

    13F-HR 0001914987-26-000003 filed by Schrum Private 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 74,801 shares
    Change vs previous 13F +8 shares

    1.59% of the 13F portfolio, value $2,083,194.

    13F-HR 0001914987-26-000002 filed by Schrum Private 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 74,793 shares
    Change vs previous 13F +758 shares

    1.5% of the 13F portfolio, value $2,035,116.

    13F-HR 0001914987-26-000001 filed by Schrum Private 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 74,035 shares
    Change vs previous 13F +8 shares

    1.43% of the 13F portfolio, value $1,947,110.

    13F-HR 0001914987-25-000004 filed by Schrum Private 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 74,027 shares
    Change vs previous 13F +9 shares

    1.46% of the 13F portfolio, value $1,816,620.

    13F-HR 0001085146-25-004091 filed by Schrum Private 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 74,018 shares
    Change vs previous 13F +8 shares

    1.54% of the 13F portfolio, value $1,747,583.

    13F-HR 0001085146-25-002559 filed by Schrum Private 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 74,010 shares
    Change vs previous 13F +25,568 shares

    1.49% of the 13F portfolio, value $1,752,569.

    13F-HR 0001085146-25-000871 filed by Schrum Private 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 48,442 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,476,192.

    13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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