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Disclosery

Wealth Forward, LLC: FNDX position timeline

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

Wealth Forward, LLC held 619,404 FNDX 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 619,404 shares
    Change vs previous 13F +57,455 shares

    9.59% of the 13F portfolio, value $19,263,476.

    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 561,949 shares
    Change vs previous 13F +13,468 shares

    8.83% of the 13F portfolio, value $15,650,281.

    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 548,481 shares
    Change vs previous 13F +2,172 shares

    8.43% of the 13F portfolio, value $14,924,156.

    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 546,309 shares
    Change vs previous 13F +55,539 shares

    8.34% of the 13F portfolio, value $14,367,938.

    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 490,770 shares
    Change vs previous 13F -4,720 shares

    8.09% of the 13F portfolio, value $12,043,493.

    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 495,490 shares
    Change vs previous 13F -1,652 shares

    8.32% of the 13F portfolio, value $11,698,523.

    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 497,142 shares
    Change vs previous 13F +325,328 shares

    8.31% of the 13F portfolio, value $11,772,333.

    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 171,814 shares
    Change vs previous 13F not available

    8.65% of the 13F portfolio, value $12,329,339.

    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).