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Boulay Financial Advisors, LLC: FNDF position timeline

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

Boulay Financial Advisors, LLC held 2,647,681 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,647,681 shares
    Change vs previous 13F -77,518 shares

    12.93% of the 13F portfolio, value $139,691,635.

    13F-HR 0002056342-26-000003 filed by Boulay Financial 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 2,725,199 shares
    Change vs previous 13F +263,894 shares

    15.3% of the 13F portfolio, value $133,344,008.

    13F-HR 0002056342-26-000002 filed by Boulay Financial 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 2,461,305 shares
    Change vs previous 13F not available

    13.08% of the 13F portfolio, value $111,275,631.

    13F-HR 0002056342-26-000001 filed by Boulay Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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