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Disclosery

Embree Financial Group: FNDX position timeline

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

Embree Financial Group held 17,279 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,279 shares
    Change vs previous 13F +431 shares

    0.05% of the 13F portfolio, value $537,392.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 16,848 shares
    Change vs previous 13F +196 shares

    0.06% of the 13F portfolio, value $469,223.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 16,652 shares
    Change vs previous 13F -187 shares

    0.06% of the 13F portfolio, value $453,105.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 16,839 shares
    Change vs previous 13F -178 shares

    0.06% of the 13F portfolio, value $442,855.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 17,017 shares
    Change vs previous 13F -770 shares

    0.06% of the 13F portfolio, value $417,604.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 17,787 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $419,952.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 17,787 shares
    Change vs previous 13F +11,729 shares

    0.07% of the 13F portfolio, value $421,197.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 6,058 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $434,723.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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