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Seven Springs Wealth Group, LLC: FNDA position timeline

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

Seven Springs Wealth Group, LLC held 598,617 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 598,617 shares
    Change vs previous 13F +26,915 shares

    4.97% of the 13F portfolio, value $22,783,346.

    13F-HR 0001172661-26-003050 filed by Seven Springs Wealth Group, 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 571,702 shares
    Change vs previous 13F +101,735 shares

    4.29% of the 13F portfolio, value $18,540,306.

    13F-HR 0001172661-26-001912 filed by Seven Springs Wealth Group, 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 469,967 shares
    Change vs previous 13F +17,221 shares

    4.23% of the 13F portfolio, value $14,808,652.

    13F-HR 0001172661-26-000566 filed by Seven Springs Wealth Group, 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 452,746 shares
    Change vs previous 13F +29,138 shares

    3.41% of the 13F portfolio, value $14,107,557.

    13F-HR 0001172661-25-004701 filed by Seven Springs Wealth Group, 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 423,608 shares
    Change vs previous 13F +43,637 shares

    3% of the 13F portfolio, value $12,136,362.

    13F-HR 0001172661-25-003231 filed by Seven Springs Wealth Group, 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 379,971 shares
    Change vs previous 13F +22,657 shares

    3.71% of the 13F portfolio, value $10,407,409.

    13F-HR 0001172661-25-001989 filed by Seven Springs Wealth Group, 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 357,314 shares
    Change vs previous 13F +180,792 shares

    3.95% of the 13F portfolio, value $10,612,240.

    13F-HR 0001172661-25-001029 filed by Seven Springs Wealth Group, 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 176,522 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $10,515,400.

    13F-HR 0001172661-24-004835 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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