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Disclosery

Carnegie Investment Counsel: FNDX position timeline

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

Carnegie Investment Counsel held 132,510 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,510 shares
    Change vs previous 13F +15,524 shares

    0.08% of the 13F portfolio, value $4,121,061.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 116,986 shares
    Change vs previous 13F +52,721 shares

    0.06% of the 13F portfolio, value $3,258,060.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 64,265 shares
    Change vs previous 13F +7,441 shares

    0.03% of the 13F portfolio, value $1,748,651.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 56,824 shares
    Change vs previous 13F +13,980 shares

    0.03% of the 13F portfolio, value $1,494,471.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 42,844 shares
    Change vs previous 13F +5,453 shares

    0.02% of the 13F portfolio, value $1,051,392.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 37,391 shares
    Change vs previous 13F +4,423 shares

    0.02% of the 13F portfolio, value $791,941.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 32,968 shares
    Change vs previous 13F +23,032 shares

    0.02% of the 13F portfolio, value $780,682.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 9,936 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $712,878.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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