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Disclosery

Wade Financial Advisory, Inc: FNDF position timeline

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

Wade Financial Advisory, Inc held 34,900 FNDF 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 34,900 shares
    Change vs previous 13F +54 shares

    0.43% of the 13F portfolio, value $1,261,286.

    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 34,846 shares
    Change vs previous 13F +237 shares

    0.39% of the 13F portfolio, value $1,157,236.

    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 34,609 shares
    Change vs previous 13F -275 shares

    0.44% of the 13F portfolio, value $1,293,338.

    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 34,884 shares
    Change vs previous 13F -1,655 shares

    0.44% of the 13F portfolio, value $1,221,987.

    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 36,539 shares
    Change vs previous 13F -12,473 shares

    0.47% of the 13F portfolio, value $1,301,154.

    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 49,012 shares
    Change vs previous 13F -7,395 shares

    0.63% of the 13F portfolio, value $1,653,175.

    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 56,407 shares
    Change vs previous 13F +491 shares

    0.76% of the 13F portfolio, value $1,786,410.

    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 55,916 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,805,528.

    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).