Skip to content
Disclosery

Wealth Advisory Team LLC: FNDX position timeline

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

Wealth Advisory Team LLC held 27,682 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,682 shares
    Change vs previous 13F +216 shares

    0.7% of the 13F portfolio, value $860,919.

    13F-HR 0002039196-26-000004 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 27,466 shares
    Change vs previous 13F -753 shares

    0.66% of the 13F portfolio, value $747,352.

    13F-HR 0002039196-26-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 28,219 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $692,483.

    13F-HR 0002039196-25-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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