Wagner Wealth Management, LLC: FDN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wagner Wealth Management, LLC on FDN, newest first. How the timeline and the estimate are built.
Wagner Wealth Management, LLC held 7,622 FDN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,622 sharesChange vs previous 13F -200 shares
0.37% of the 13F portfolio, value $2,017,696.
13F-HR 0001398344-26-012623 filed by Wagner 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 7,822 sharesChange vs previous 13F -8 shares
0.37% of the 13F portfolio, value $1,830,583.
13F-HR 0001398344-26-007056 filed by Wagner 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 7,830 sharesChange vs previous 13F 0 shares
0.45% of the 13F portfolio, value $2,107,679.
13F-HR 0001398344-26-001683 filed by Wagner 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 7,830 sharesChange vs previous 13F -64 shares
0.51% of the 13F portfolio, value $2,191,147.
13F-HR 0001398344-25-019410 filed by Wagner 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 7,894 sharesChange vs previous 13F -551 shares
0.48% of the 13F portfolio, value $2,126,091.
13F-HR 0001398344-25-013237 filed by Wagner 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 8,445 sharesChange vs previous 13F -253 shares
0.47% of the 13F portfolio, value $1,876,057.
13F-HR 0001398344-25-007278 filed by Wagner 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 8,698 sharesChange vs previous 13F -332 shares
0.55% of the 13F portfolio, value $2,115,093.
13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,030 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $1,912,825.
13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).