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COLLECTIVE FAMILY OFFICE LLC: FNDX position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 402,400 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 402,400 shares
    Change vs previous 13F +9,439 shares

    2.62% of the 13F portfolio, value $12,663,543.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 392,961 shares
    Change vs previous 13F +27,714 shares

    2.5% of the 13F portfolio, value $12,221,073.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 365,247 shares
    Change vs previous 13F +25,334 shares

    2.29% of the 13F portfolio, value $10,172,129.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 339,913 shares
    Change vs previous 13F +61,121 shares

    2.12% of the 13F portfolio, value $9,249,033.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 278,792 shares
    Change vs previous 13F +5,578 shares

    1.76% of the 13F portfolio, value $7,332,230.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 273,214 shares
    Change vs previous 13F +51,174 shares

    1.72% of the 13F portfolio, value $6,704,672.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 222,040 shares
    Change vs previous 13F -737 shares

    1.42% of the 13F portfolio, value $5,242,364.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 222,777 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $5,275,359.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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