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Aufman Associates Inc: FNDX position timeline

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

Aufman Associates Inc held 699,040 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 699,040 shares
    Change vs previous 13F +20,346 shares

    8.67% of the 13F portfolio, value $21,740,144.

    13F-HR 0001801573-26-000003 filed by Aufman Associates Inc
    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 678,694 shares
    Change vs previous 13F +104,086 shares

    9.27% of the 13F portfolio, value $18,901,616.

    13F-HR 0001801573-26-000002 filed by Aufman Associates Inc
    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 574,608 shares
    Change vs previous 13F +477,083 shares

    8.01% of the 13F portfolio, value $15,635,087.

    13F-HR 0001801573-26-000001 filed by Aufman Associates Inc
    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 97,525 shares
    Change vs previous 13F -54 shares

    1.44% of the 13F portfolio, value $2,564,913.

    13F-HR 0001801573-25-000007 filed by Aufman Associates Inc
    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 97,579 shares
    Change vs previous 13F +1,404 shares

    1.48% of the 13F portfolio, value $2,394,594.

    13F-HR 0001801573-25-000004 filed by Aufman Associates Inc
    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 96,175 shares
    Change vs previous 13F +82,962 shares

    1.56% of the 13F portfolio, value $2,270,698.

    13F-HR 0001801573-25-000002 filed by Aufman Associates Inc
    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 13,213 shares
    Change vs previous 13F +8,826 shares

    0.21% of the 13F portfolio, value $312,892.

    13F-HR 0001801573-25-000001 filed by Aufman Associates Inc
    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 4,387 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $314,831.

    13F-HR 0001801573-24-000005 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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