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Ashford Advisors, LLC: FNDX position timeline

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

Ashford Advisors, LLC held 1,828,254 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,828,254 shares
    Change vs previous 13F -7,139 shares

    11.73% of the 13F portfolio, value $56,858,700.

    13F-HR 0001861158-26-000004 filed by Ashford Advisors, 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 1,835,393 shares
    Change vs previous 13F 0 shares

    11.91% of the 13F portfolio, value $51,115,695.

    13F-HR 0001861158-26-000003 filed by Ashford Advisors, 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 1,835,393 shares
    Change vs previous 13F -40,787 shares

    10.93% of the 13F portfolio, value $49,941,044.

    13F-HR 0001861158-26-000002 filed by Ashford Advisors, 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 1,876,180 shares
    Change vs previous 13F -105,592 shares

    10.92% of the 13F portfolio, value $49,343,534.

    13F-HR 0001861158-25-000006 filed by Ashford Advisors, 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 1,981,772 shares
    Change vs previous 13F -24,267 shares

    11.27% of the 13F portfolio, value $48,632,685.

    13F-HR 0001861158-25-000002 filed by Ashford Advisors, 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 2,006,039 shares
    Change vs previous 13F +81 shares

    11.84% of the 13F portfolio, value $47,362,581.

    13F-HR 0001861158-25-000001 filed by Ashford Advisors, LLC
    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 2,005,958 shares
    Change vs previous 13F +1,336,198 shares

    10.98% of the 13F portfolio, value $47,501,085.

    13F-HR 0002042928-25-000002 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 669,760 shares
    Change vs previous 13F not available

    11.19% of the 13F portfolio, value $48,061,978.

    13F-HR 0001861158-24-000010 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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