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Disclosery

Wealth Forward, LLC: FNDA position timeline

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

Wealth Forward, LLC held 603,841 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 603,841 shares
    Change vs previous 13F +11,634 shares

    11.45% of the 13F portfolio, value $22,982,192.

    13F-HR 0002012773-26-000003 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 592,207 shares
    Change vs previous 13F +4,661 shares

    10.84% of the 13F portfolio, value $19,205,269.

    13F-HR 0002012773-26-000002 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 587,546 shares
    Change vs previous 13F +6,593 shares

    10.46% of the 13F portfolio, value $18,513,568.

    13F-HR 0002012773-26-000001 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 580,953 shares
    Change vs previous 13F -34,250 shares

    10.51% of the 13F portfolio, value $18,102,506.

    13F-HR 0002012773-25-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 615,203 shares
    Change vs previous 13F -5,740 shares

    11.84% of the 13F portfolio, value $17,625,572.

    13F-HR 0002012773-25-000005 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 620,943 shares
    Change vs previous 13F -2,891 shares

    12.1% of the 13F portfolio, value $17,007,636.

    13F-HR 0002012773-25-000003 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 623,834 shares
    Change vs previous 13F +306,300 shares

    13.07% of the 13F portfolio, value $18,527,878.

    13F-HR 0002012773-25-000001 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 317,534 shares
    Change vs previous 13F not available

    13.26% of the 13F portfolio, value $18,915,509.

    13F-HR 0002012773-24-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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