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Wilkins Miller Wealth Management, LLC: FNDX position timeline

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

Wilkins Miller Wealth Management, LLC held 190,322 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 190,322 shares
    Change vs previous 13F +5,751 shares

    3.38% of the 13F portfolio, value $5,989,436.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 184,571 shares
    Change vs previous 13F +9,585 shares

    3.16% of the 13F portfolio, value $5,740,162.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 174,986 shares
    Change vs previous 13F -4,618 shares

    2.95% of the 13F portfolio, value $4,873,350.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 179,604 shares
    Change vs previous 13F +5,797 shares

    2.91% of the 13F portfolio, value $4,887,070.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 173,807 shares
    Change vs previous 13F -463 shares

    2.83% of the 13F portfolio, value $4,572,572.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 174,270 shares
    Change vs previous 13F +4,941 shares

    2.91% of the 13F portfolio, value $4,276,616.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 169,329 shares
    Change vs previous 13F -181 shares

    3.01% of the 13F portfolio, value $3,997,898.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 169,510 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $4,014,020.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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