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Disclosery

West Wealth Group, LLC: FNDF position timeline

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

West Wealth Group, LLC held 5,007 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,007 shares
    Change vs previous 13F -2,206 shares

    0.04% of the 13F portfolio, value $264,193.

    13F-HR 0001172661-26-003107 filed by West Wealth Group, 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 7,213 shares
    Change vs previous 13F +537 shares

    0.07% of the 13F portfolio, value $352,959.

    13F-HR 0001172661-26-001663 filed by West Wealth Group, 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 6,676 shares
    Change vs previous 13F -103 shares

    0.06% of the 13F portfolio, value $301,839.

    13F-HR 0001172661-26-000308 filed by West Wealth Group, 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 6,779 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $293,816.

    13F-HR 0001172661-25-004435 filed by West Wealth Group, 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 6,829 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $278,773.

    13F-HR 0001172661-25-003120 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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