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Boyce & Associates Wealth Consulting, Inc.: FNDX position timeline

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

Boyce & Associates Wealth Consulting, Inc. held 272,866 FNDX 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 272,866 shares
    Change vs previous 13F +29,626 shares

    5.21% of the 13F portfolio, value $8,587,092.

    13F-HR 0001754960-26-000870 filed by Boyce & Associates Wealth Consulting, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 243,240 shares
    Change vs previous 13F +7,086 shares

    5.24% of the 13F portfolio, value $7,564,775.

    13F-HR 0001754960-26-000612 filed by Boyce & Associates Wealth Consulting, Inc.
    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 236,154 shares
    Change vs previous 13F +6,689 shares

    4.98% of the 13F portfolio, value $6,576,892.

    13F-HR 0001754960-26-000236 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 229,465 shares
    Change vs previous 13F +4,547 shares

    5.23% of the 13F portfolio, value $6,243,803.

    13F-HR 0001754960-26-000086 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 224,918 shares
    Change vs previous 13F +43,207 shares

    4.84% of the 13F portfolio, value $5,915,277.

    13F-HR 0001754960-25-000704 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 181,711 shares
    Change vs previous 13F +169,249 shares

    4.08% of the 13F portfolio, value $4,470,446.

    13F-HR 0001754960-25-000388 filed by Boyce & Associates Wealth Consulting, Inc.
    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 12,462 shares
    Change vs previous 13F +2,100 shares

    0.29% of the 13F portfolio, value $294,228.

    13F-HR 0001754960-25-000271 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,362 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $245,372.

    13F-HR 0001754960-25-000006 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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