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BFI Wealth Solutions, LLC: FNDX position timeline

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

BFI Wealth Solutions, LLC held 231,563 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,563 shares
    Change vs previous 13F +64,745 shares

    5.33% of the 13F portfolio, value $7,201,620.

    13F-HR 0001172661-26-003166 filed by BFI Wealth Solutions, 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 166,818 shares
    Change vs previous 13F -72,920 shares

    4.48% of the 13F portfolio, value $4,669,221.

    13F-HR 0001172661-26-002267 filed by BFI Wealth Solutions, 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 239,738 shares
    Change vs previous 13F not available

    6.21% of the 13F portfolio, value $6,523,274.

    13F-HR 0001172661-26-001316 filed by BFI Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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