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Westside Investment Management, Inc.: FDN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on FDN, newest first. How the timeline and the estimate are built.

Westside Investment Management, Inc. held 8,474 FDN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,474 shares
    Change vs previous 13F -3,585 shares

    0.29% of the 13F portfolio, value $2,243,239.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 12,059 shares
    Change vs previous 13F +4,021 shares

    0.43% of the 13F portfolio, value $2,824,433.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    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 8,038 shares
    Change vs previous 13F -185 shares

    0.35% of the 13F portfolio, value $2,162,034.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 8,223 shares
    Change vs previous 13F -20 shares

    0.37% of the 13F portfolio, value $2,300,501.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    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 8,243 shares
    Change vs previous 13F -60 shares

    0.41% of the 13F portfolio, value $2,218,536.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 8,303 shares
    Change vs previous 13F +255 shares

    0.39% of the 13F portfolio, value $1,845,371.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 8,048 shares
    Change vs previous 13F -20 shares

    0.41% of the 13F portfolio, value $1,957,037.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 8,068 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,702,030.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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