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Cascades Capital Asset Management, LLC: FNDX position timeline

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

Cascades Capital Asset Management, LLC held 103,835 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,835 shares
    Change vs previous 13F +394 shares

    1.19% of the 13F portfolio, value $3,229,266.

    13F-HR 0001398344-26-014575 filed by Cascades Capital Asset Management, 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 103,441 shares
    Change vs previous 13F +647 shares

    1.21% of the 13F portfolio, value $2,880,841.

    13F-HR 0001398344-26-009234 filed by Cascades Capital Asset Management, 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 102,794 shares
    Change vs previous 13F +5,235 shares

    1.17% of the 13F portfolio, value $2,797,026.

    13F-HR 0001398344-26-002198 filed by Cascades Capital Asset Management, 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 97,559 shares
    Change vs previous 13F +6,684 shares

    1.13% of the 13F portfolio, value $2,565,801.

    13F-HR 0001398344-25-020975 filed by Cascades Capital Asset Management, 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 90,875 shares
    Change vs previous 13F +1,759 shares

    1.15% of the 13F portfolio, value $2,230,082.

    13F-HR 0001398344-25-015501 filed by Cascades Capital Asset Management, 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 89,116 shares
    Change vs previous 13F +1,619 shares

    1.14% of the 13F portfolio, value $2,104,017.

    13F-HR 0001398344-25-009590 filed by Cascades Capital Asset Management, 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 87,497 shares
    Change vs previous 13F +66,634 shares

    1.1% of the 13F portfolio, value $2,071,924.

    13F-HR 0001398344-25-002603 filed by Cascades Capital Asset Management, 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 20,863 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,497,134.

    13F-HR 0001398344-24-020831 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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