Ownership history in FinDec Wealth Services, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which FinDec Wealth Services, Inc. reported a position in GLOBAL X FDS (CATH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3,479 | — | 0% | 0.29% | $282K | $80.67 |
| 2025 Q2 | UNCHANGED | 3,479 | — | 0% | 0.27% | $262K | $75.09 |
| 2025 Q1 | REDUCED | 3,479 | -240 | -6.5% | 0.23% | $235K | $66.96 |
| 2024 Q4 | REDUCED | 3,719 | -55 | -1.5% | 0.18% | $263K | $70.23 |
| 2024 Q3 | REDUCED | 3,774 | -73 | -1.9% | 0.15% | $262K | $68.41 |
| 2024 Q2 | REDUCED | 3,847 | -460 | -10.7% | 0.16% | $252K | $64.47 |
| 2024 Q1 | REDUCED | 4,307 | -509 | -10.6% | 0.17% | $274K | $62.49 |
| 2023 Q4 | INITIATED | 4,816 | — | — | 0.19% | $279K | — |
As of 2025 Q4 — sorted by position size