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Disclosery

Wade Financial Advisory, Inc: FNDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on FNDC, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 92,854 FNDC shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 92,854 shares
    Change vs previous 13F +303 shares

    1.15% of the 13F portfolio, value $3,361,328.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 92,551 shares
    Change vs previous 13F +4,922 shares

    1.07% of the 13F portfolio, value $3,159,699.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 87,629 shares
    Change vs previous 13F +2,156 shares

    1.13% of the 13F portfolio, value $3,343,052.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 85,473 shares
    Change vs previous 13F -1,729 shares

    1.07% of the 13F portfolio, value $2,971,029.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 87,202 shares
    Change vs previous 13F -60,859 shares

    1.13% of the 13F portfolio, value $3,093,066.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 148,061 shares
    Change vs previous 13F -32,097 shares

    1.95% of the 13F portfolio, value $5,161,399.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 180,158 shares
    Change vs previous 13F +4,152 shares

    2.48% of the 13F portfolio, value $5,790,274.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 176,006 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $5,841,635.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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