Ownership history in WEALTHSPAN PARTNERS, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in SCHWAB FUNDAMENTAL INT'L LARGE CO INDEX (FNDF). 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 Q4 | ADDED | 92,560 | +3,055 | +3.4% | 1.52% | $4.2M | $45.21 |
| 2025 Q3 | ADDED | 89,505 | +1,353 | +1.5% | 1.47% | $3.8M | $41.70 |
| 2025 Q2 | ADDED | 88,152 | +6,121 | +7.5% | 1.46% | $3.5M | $38.85 |
| 2025 Q1 | REDUCED | 82,031 | -7,027 | -7.9% | 1.37% | $3.0M | $34.89 |
As of 2025 Q4 — sorted by position size