Topsail Wealth Management, LLC: FDN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Topsail Wealth Management, LLC on FDN, newest first. How the timeline and the estimate are built.
Topsail Wealth Management, LLC held 3,119 FDN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,119 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $825,662.
13F-HR 0001398344-26-014324 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,119 sharesChange vs previous 13F -40 shares
0.11% of the 13F portfolio, value $729,940.
13F-HR 0001398344-26-006781 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,159 sharesChange vs previous 13F +74 shares
0.12% of the 13F portfolio, value $850,340.
13F-HR 0001398344-26-002201 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,085 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $863,306.
13F-HR 0001398344-25-020269 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,085 sharesChange vs previous 13F -30 shares
0.15% of the 13F portfolio, value $830,883.
13F-HR 0001398344-25-014250 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,115 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $691,997.
13F-HR 0001398344-25-008097 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,115 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $757,475.
13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).