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Aberdeen Wealth Management LLC: FNDX position timeline

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

Aberdeen Wealth Management LLC held 240,514 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,514 shares
    Change vs previous 13F +48,905 shares

    3.59% of the 13F portfolio, value $7,479,989.

    13F-HR 0001398344-26-014393 filed by Aberdeen Wealth Management 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 191,609 shares
    Change vs previous 13F +71,469 shares

    2.43% of the 13F portfolio, value $5,336,311.

    13F-HR 0001398344-26-009250 filed by Aberdeen 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 ended2025-12-31
    13F 120,140 shares
    Change vs previous 13F +26,611 shares

    1.51% of the 13F portfolio, value $3,269,009.

    13F-HR 0001398344-26-002847 filed by Aberdeen 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 ended2025-09-30
    13F 93,529 shares
    Change vs previous 13F +2,600 shares

    1.55% of the 13F portfolio, value $2,459,813.

    13F-HR 0001398344-25-020978 filed by Aberdeen 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 ended2025-06-30
    13F 90,929 shares
    Change vs previous 13F +4,000 shares

    1.48% of the 13F portfolio, value $2,231,399.

    13F-HR 0001398344-25-015516 filed by Aberdeen 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 ended2025-03-31
    13F 86,929 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,052,394.

    13F-HR 0001398344-25-009773 filed by Aberdeen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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