Skip to content
Disclosery

Boulay Financial Advisors, LLC: FNDX position timeline

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

Boulay Financial Advisors, LLC held 9,744,092 FNDX 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 9,744,092 shares
    Change vs previous 13F +176,225 shares

    28.06% of the 13F portfolio, value $303,041,255.

    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 9,567,867 shares
    Change vs previous 13F +441,607 shares

    30.58% of the 13F portfolio, value $266,465,102.

    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 9,126,260 shares
    Change vs previous 13F +353,656 shares

    29.2% of the 13F portfolio, value $248,325,543.

    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).

  4. period ended2025-09-30
    13F 8,772,604 shares
    Change vs previous 13F +243,340 shares

    32.39% of the 13F portfolio, value $230,719,499.

    13F-HR 0002056342-25-000007 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).

  5. period ended2025-06-30
    13F/A 8,529,264 shares
    Change vs previous 13F +2,257,735 shares

    31.57% of the 13F portfolio, value $209,308,141.

    13F-HR/A 0002056342-25-000008 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).

  6. period ended2025-03-31
    13F 6,271,529 shares
    Change vs previous 13F not available

    46.8% of the 13F portfolio, value $140,066,766.

    13F-HR 0002056342-25-000003 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).