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Seven Springs Wealth Group, LLC: FNDF position timeline

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

Seven Springs Wealth Group, LLC held 529,390 FNDF 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 529,390 shares
    Change vs previous 13F +23,529 shares

    6.1% of the 13F portfolio, value $27,930,593.

    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 505,861 shares
    Change vs previous 13F +49,726 shares

    5.72% of the 13F portfolio, value $24,751,761.

    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 456,135 shares
    Change vs previous 13F -3,107 shares

    5.89% of the 13F portfolio, value $20,621,878.

    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 459,242 shares
    Change vs previous 13F +17,982 shares

    4.77% of the 13F portfolio, value $19,729,050.

    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 441,260 shares
    Change vs previous 13F +24,163 shares

    4.37% of the 13F portfolio, value $17,659,238.

    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 417,097 shares
    Change vs previous 13F +21,088 shares

    5.37% of the 13F portfolio, value $15,073,887.

    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 396,009 shares
    Change vs previous 13F -713 shares

    4.9% of the 13F portfolio, value $13,151,471.

    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 396,722 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $14,825,515.

    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).