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Wade Financial Advisory, Inc: FNDX position timeline

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

Wade Financial Advisory, Inc held 51,264 FNDX 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 51,264 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,210,343.

    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 51,264 shares
    Change vs previous 13F +34,176 shares

    0.41% of the 13F portfolio, value $1,213,932.

    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 17,088 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,226,235.

    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 17,088 shares
    Change vs previous 13F -235 shares

    0.41% of the 13F portfolio, value $1,144,554.

    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 17,323 shares
    Change vs previous 13F -495 shares

    0.43% of the 13F portfolio, value $1,167,397.

    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 17,818 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,103,647.

    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 17,818 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $997,273.

    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 17,818 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,025,782.

    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).