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Disclosery

Wealth Forward, LLC: FNDE position timeline

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

Wealth Forward, LLC held 178,420 FNDE 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 178,420 shares
    Change vs previous 13F +2,130 shares

    3.53% of the 13F portfolio, value $7,079,711.

    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 176,290 shares
    Change vs previous 13F -13 shares

    3.81% of the 13F portfolio, value $6,744,839.

    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 176,303 shares
    Change vs previous 13F +1,534 shares

    3.59% of the 13F portfolio, value $6,357,471.

    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 174,769 shares
    Change vs previous 13F -12,044 shares

    3.67% of the 13F portfolio, value $6,319,631.

    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 186,813 shares
    Change vs previous 13F -386 shares

    4.14% of the 13F portfolio, value $6,166,693.

    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 187,199 shares
    Change vs previous 13F -2,451 shares

    4.1% of the 13F portfolio, value $5,765,737.

    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 189,650 shares
    Change vs previous 13F +4,827 shares

    3.89% of the 13F portfolio, value $5,509,340.

    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 184,823 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $5,964,254.

    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).