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Disclosery

FOSTER & MOTLEY INC: CI position timeline

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

FOSTER & MOTLEY INC held 3,662 CI 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 3,662 shares
    Change vs previous 13F -354 shares

    0.05% of the 13F portfolio, value $1,010,000.

    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 4,016 shares
    Change vs previous 13F -168 shares

    0.06% of the 13F portfolio, value $1,071,000.

    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 4,184 shares
    Change vs previous 13F -1,093 shares

    0.06% of the 13F portfolio, value $1,152,000.

    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 5,277 shares
    Change vs previous 13F -760 shares

    0.08% of the 13F portfolio, value $1,521,000.

    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 6,037 shares
    Change vs previous 13F +172 shares

    0.12% of the 13F portfolio, value $1,996,000.

    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 5,865 shares
    Change vs previous 13F -830 shares

    0.12% of the 13F portfolio, value $1,930,000.

    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 6,695 shares
    Change vs previous 13F +522 shares

    0.12% of the 13F portfolio, value $1,849,000.

    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 6,173 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,139,000.

    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).