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FDx Advisors, Inc.: SE position timeline

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

FDx Advisors, Inc. held 13,469 SE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,469 shares
    Change vs previous 13F -902 shares

    0.39% of the 13F portfolio, value $1,291,000.

    13F-HR 0001566601-26-000004 filed by FDx Advisors, Inc.
    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 14,371 shares
    Change vs previous 13F +14,371 shares

    0.38% of the 13F portfolio, value $1,190,000.

    13F-HR 0001566601-26-000003 filed by FDx 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,427 shares

    13F-HR 0001566601-26-000001 filed by FDx Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 9,427 shares
    Change vs previous 13F -187 shares

    0.44% of the 13F portfolio, value $1,473,000.

    13F-HR 0001566601-25-000012 filed by FDx 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 ended2025-06-30
    13F 9,614 shares
    Change vs previous 13F -504 shares

    0.47% of the 13F portfolio, value $1,538,000.

    13F-HR 0001566601-25-000007 filed by FDx 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 ended2025-03-31
    13F 10,118 shares
    Change vs previous 13F +1,740 shares

    0.43% of the 13F portfolio, value $1,320,000.

    13F-HR 0001566601-25-000004 filed by FDx 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 ended2024-12-31
    13F 8,378 shares
    Change vs previous 13F +69 shares

    0.26% of the 13F portfolio, value $889,000.

    13F-HR 0001566601-25-000001 filed by FDx 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 ended2024-09-30
    13F 8,309 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $783,000.

    13F-HR 0001566601-24-000010 filed by FDx Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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