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Barry Investment Advisors, LLC: FNDF position timeline

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

Barry Investment Advisors, LLC held 870,697 FNDF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 870,697 shares
    Change vs previous 13F +46,042 shares

    8.94% of the 13F portfolio, value $46,799,974.

    13F-HR 0002085853-26-001166 filed by Barry Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 824,655 shares
    Change vs previous 13F +25,257 shares

    9.1% of the 13F portfolio, value $43,508,778.

    13F-HR 0002085853-26-000677 filed by Barry Investment 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 ended2026-03-31
    13F 799,398 shares
    Change vs previous 13F +5,661 shares

    8.62% of the 13F portfolio, value $39,114,547.

    13F-HR 0002085853-26-000467 filed by Barry Investment 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 ended2025-12-31
    13F 793,737 shares
    Change vs previous 13F -174 shares

    7.99% of the 13F portfolio, value $35,884,852.

    13F-HR 0002085853-26-000228 filed by Barry Investment 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 ended2025-09-30
    13F 793,911 shares
    Change vs previous 13F +9,380 shares

    7.85% of the 13F portfolio, value $34,106,422.

    13F-HR 0001631639-25-000004 filed by Barry Investment 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 ended2025-06-30
    13F 784,531 shares
    Change vs previous 13F +19,574 shares

    7.82% of the 13F portfolio, value $31,396,935.

    13F-HR 0001221073-25-000059 filed by Barry Investment 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 ended2025-03-31
    13F 764,957 shares
    Change vs previous 13F +4,226 shares

    7.34% of the 13F portfolio, value $27,645,534.

    13F-HR 0001221073-25-000045 filed by Barry Investment 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 ended2024-12-31
    13F 760,731 shares
    Change vs previous 13F not available

    8.12% of the 13F portfolio, value $25,263,870.

    13F-HR 0001221073-25-000009 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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