Skip to content
Disclosery

Brown Financial Advisory: FNDX position timeline

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

Brown Financial Advisory held 14,733 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,733 shares
    Change vs previous 13F -5,414 shares

    0.19% of the 13F portfolio, value $458,205.

    13F-HR 0001843853-26-000004 filed by Brown Financial Advisory
    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 20,147 shares
    Change vs previous 13F -3,500 shares

    0.28% of the 13F portfolio, value $561,108.

    13F-HR 0001843853-26-000002 filed by Brown Financial Advisory
    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 23,647 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $643,440.

    13F-HR 0001843853-26-000001 filed by Brown Financial Advisory
    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 23,647 shares
    Change vs previous 13F -1,667 shares

    0.33% of the 13F portfolio, value $621,921.

    13F-HR 0001843853-25-000002 filed by Brown Financial Advisory
    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 25,314 shares
    Change vs previous 13F +8,417 shares

    0.34% of the 13F portfolio, value $621,197.

    13F-HR 0001085146-25-004194 filed by Brown Financial Advisory
    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 16,897 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $398,932.

    13F-HR 0001085146-25-002457 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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