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Strata Wealth Advisors, LLC: FNDX position timeline

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

Strata Wealth Advisors, LLC held 617,597 FNDX 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 617,597 shares
    Change vs previous 13F +23,397 shares

    4.68% of the 13F portfolio, value $19,207,255.

    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 594,200 shares
    Change vs previous 13F +40,146 shares

    4.54% of the 13F portfolio, value $16,548,462.

    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 554,054 shares
    Change vs previous 13F -14,799 shares

    4.19% of the 13F portfolio, value $15,075,815.

    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 568,853 shares
    Change vs previous 13F -80,818 shares

    3.95% of the 13F portfolio, value $14,960,827.

    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 649,671 shares
    Change vs previous 13F +53,969 shares

    4.39% of the 13F portfolio, value $15,942,917.

    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 595,702 shares
    Change vs previous 13F -11,966 shares

    4.37% of the 13F portfolio, value $14,064,534.

    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 607,668 shares
    Change vs previous 13F +408,896 shares

    4.52% of the 13F portfolio, value $14,389,585.

    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 198,772 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $14,263,848.

    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).