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Certified Advisory Corp: FNDX position timeline

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

Certified Advisory Corp held 979,820 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 979,820 shares
    Change vs previous 13F +97,542 shares

    2.46% of the 13F portfolio, value $30,472,398.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 882,278 shares
    Change vs previous 13F +45,724 shares

    2.2% of the 13F portfolio, value $24,571,436.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 836,554 shares
    Change vs previous 13F +28,287 shares

    2.07% of the 13F portfolio, value $22,762,643.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 808,267 shares
    Change vs previous 13F +14,961 shares

    2.02% of the 13F portfolio, value $21,257,429.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 793,306 shares
    Change vs previous 13F +47,527 shares

    2.02% of the 13F portfolio, value $19,467,740.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 745,779 shares
    Change vs previous 13F +29,548 shares

    1.99% of the 13F portfolio, value $17,607,832.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 716,231 shares
    Change vs previous 13F +506,044 shares

    1.84% of the 13F portfolio, value $16,960,339.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 210,187 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $15,082,999.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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