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Seven Springs Wealth Group, LLC: FNDE position timeline

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

Seven Springs Wealth Group, LLC held 601,701 FNDE 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 601,701 shares
    Change vs previous 13F +38,167 shares

    5.21% of the 13F portfolio, value $23,875,507.

    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 563,534 shares
    Change vs previous 13F +109,823 shares

    4.99% of the 13F portfolio, value $21,560,826.

    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 453,711 shares
    Change vs previous 13F +17,111 shares

    4.67% of the 13F portfolio, value $16,360,804.

    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 436,600 shares
    Change vs previous 13F +40,732 shares

    3.82% of the 13F portfolio, value $15,787,441.

    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 395,868 shares
    Change vs previous 13F +37,652 shares

    3.24% of the 13F portfolio, value $13,067,589.

    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 358,216 shares
    Change vs previous 13F +44,471 shares

    3.93% of the 13F portfolio, value $11,033,045.

    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 313,745 shares
    Change vs previous 13F +9,950 shares

    3.39% of the 13F portfolio, value $9,114,291.

    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 303,795 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $9,803,464.

    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).