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Bruce G. Allen Investments, LLC: FNDX position timeline

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

Bruce G. Allen Investments, LLC held 352,655 FNDX 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 352,655 shares
    Change vs previous 13F +2,049 shares

    6.99% of the 13F portfolio, value $10,967,566.

    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 350,606 shares
    Change vs previous 13F -556 shares

    6.39% of the 13F portfolio, value $9,764,365.

    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 351,162 shares
    Change vs previous 13F -2,797 shares

    6.46% of the 13F portfolio, value $9,555,118.

    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 353,959 shares
    Change vs previous 13F +2,255 shares

    6.67% of the 13F portfolio, value $9,309,113.

    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 351,704 shares
    Change vs previous 13F -4,498 shares

    6.54% of the 13F portfolio, value $8,630,805.

    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 356,202 shares
    Change vs previous 13F +11,109 shares

    6.66% of the 13F portfolio, value $8,409,932.

    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 345,093 shares
    Change vs previous 13F +232,196 shares

    6.63% of the 13F portfolio, value $8,171,802.

    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 112,897 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $8,101,454.

    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).