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Conrad Siegel Investment Advisors, Inc.: FUTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Conrad Siegel Investment Advisors, Inc. on FUTY, newest first. How the timeline and the estimate are built.

Conrad Siegel Investment Advisors, Inc. held 80,561 FUTY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 80,561 shares
    Change vs previous 13F +584 shares

    0.67% of the 13F portfolio, value $4,112,614.

    13F-HR 0001214659-26-012705 filed by Conrad Siegel Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 79,977 shares
    Change vs previous 13F +2,681 shares

    0.76% of the 13F portfolio, value $4,672,249.

    13F-HR 0001214659-26-008654 filed by Conrad Siegel Investment Advisors, Inc.
    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 77,296 shares
    Change vs previous 13F +6,498 shares

    0.82% of the 13F portfolio, value $4,565,850.

    13F-HR 0001214659-26-004602 filed by Conrad Siegel Investment Advisors, Inc.
    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 70,798 shares
    Change vs previous 13F -3,851 shares

    0.74% of the 13F portfolio, value $3,909,479.

    13F-HR 0001214659-26-000462 filed by Conrad Siegel Investment Advisors, Inc.
    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 74,649 shares
    Change vs previous 13F +343 shares

    0.88% of the 13F portfolio, value $4,215,419.

    13F-HR 0001214659-25-015005 filed by Conrad Siegel Investment Advisors, Inc.
    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 74,306 shares
    Change vs previous 13F -1,662 shares

    0.88% of the 13F portfolio, value $3,908,472.

    13F-HR 0001214659-25-010351 filed by Conrad Siegel Investment Advisors, Inc.
    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 75,968 shares
    Change vs previous 13F -2,500 shares

    0.99% of the 13F portfolio, value $3,870,581.

    13F-HR 0001214659-25-005605 filed by Conrad Siegel Investment Advisors, Inc.
    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 78,468 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,826,880.

    13F-HR 0001214659-25-000487 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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