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Bruce G. Allen Investments, LLC: FNDF position timeline

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

Bruce G. Allen Investments, LLC held 207,635 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,635 shares
    Change vs previous 13F -15,815 shares

    6.98% of the 13F portfolio, value $10,954,805.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, 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 223,450 shares
    Change vs previous 13F -6,688 shares

    7.15% of the 13F portfolio, value $10,933,430.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, 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 230,138 shares
    Change vs previous 13F -786 shares

    7.04% of the 13F portfolio, value $10,404,521.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, 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 230,924 shares
    Change vs previous 13F -2,786 shares

    7.11% of the 13F portfolio, value $9,920,480.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, 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 233,710 shares
    Change vs previous 13F -1,130 shares

    7.09% of the 13F portfolio, value $9,353,093.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, 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 234,840 shares
    Change vs previous 13F +3,164 shares

    6.72% of the 13F portfolio, value $8,487,102.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 231,676 shares
    Change vs previous 13F +8,483 shares

    6.24% of the 13F portfolio, value $7,693,960.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 223,193 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $8,340,716.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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