Skip to content
Disclosery

Strata Wealth Advisors, LLC: FNDF position timeline

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

Strata Wealth Advisors, LLC held 1,155,134 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,155,134 shares
    Change vs previous 13F -25,765 shares

    14.86% of the 13F portfolio, value $60,944,853.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 1,180,899 shares
    Change vs previous 13F -60,127 shares

    15.84% of the 13F portfolio, value $57,781,367.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, 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 1,241,026 shares
    Change vs previous 13F -57,750 shares

    15.61% of the 13F portfolio, value $56,106,781.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, 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 1,298,776 shares
    Change vs previous 13F -179,804 shares

    14.73% of the 13F portfolio, value $55,795,398.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, 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 1,478,580 shares
    Change vs previous 13F +24,319 shares

    16.31% of the 13F portfolio, value $59,172,762.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, 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 1,454,261 shares
    Change vs previous 13F -15,444 shares

    16.34% of the 13F portfolio, value $52,556,980.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, 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 1,469,705 shares
    Change vs previous 13F +85,288 shares

    15.32% of the 13F portfolio, value $48,808,906.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, 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 1,384,417 shares
    Change vs previous 13F not available

    16.64% of the 13F portfolio, value $51,735,661.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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