Skip to content
Disclosery

Financial Planning Hawaii, Inc.: FNDX position timeline

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

Financial Planning Hawaii, Inc. held 54,428 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 54,428 shares
    Change vs previous 13F +6,132 shares

    0.93% of the 13F portfolio, value $1,712,838.

    13F-HR 0002105146-26-000004 filed by Financial Planning Hawaii, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,296 shares
    Change vs previous 13F +4,749 shares

    0.81% of the 13F portfolio, value $1,502,014.

    13F-HR 0002105146-26-000003 filed by Financial Planning Hawaii, 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 43,547 shares
    Change vs previous 13F +731 shares

    0.72% of the 13F portfolio, value $1,212,793.

    13F-HR 0002105146-26-000002 filed by Financial Planning Hawaii, 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 42,816 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,165,035.

    13F-HR 0002105146-26-000001 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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