Skip to content
Disclosery

FOSTER & MOTLEY INC: BDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on BDC, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 38,732 BDC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,732 shares
    Change vs previous 13F -1,862 shares

    0.21% of the 13F portfolio, value $4,644,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY 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 40,594 shares
    Change vs previous 13F +3,357 shares

    0.24% of the 13F portfolio, value $4,661,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY 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 37,237 shares
    Change vs previous 13F -177 shares

    0.23% of the 13F portfolio, value $4,340,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,414 shares
    Change vs previous 13F -1,075 shares

    0.24% of the 13F portfolio, value $4,500,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY 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 38,489 shares
    Change vs previous 13F -1,194 shares

    0.26% of the 13F portfolio, value $4,457,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY 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 39,683 shares
    Change vs previous 13F -265 shares

    0.25% of the 13F portfolio, value $3,978,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY 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 39,948 shares
    Change vs previous 13F +1,273 shares

    0.29% of the 13F portfolio, value $4,499,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY 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 38,675 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,530,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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