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Disclosery

FOSTER & MOTLEY INC: FNDA position timeline

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

FOSTER & MOTLEY INC held 470,018 FNDA 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 470,018 shares
    Change vs previous 13F -1,929 shares

    0.82% of the 13F portfolio, value $17,889,000.

    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 471,947 shares
    Change vs previous 13F -8,603 shares

    0.79% of the 13F portfolio, value $15,305,000.

    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 480,550 shares
    Change vs previous 13F -3,057 shares

    0.81% of the 13F portfolio, value $15,142,000.

    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 483,607 shares
    Change vs previous 13F +276 shares

    0.81% of the 13F portfolio, value $15,069,000.

    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 483,331 shares
    Change vs previous 13F +8,573 shares

    0.8% of the 13F portfolio, value $13,847,000.

    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 474,758 shares
    Change vs previous 13F +5,791 shares

    0.82% of the 13F portfolio, value $13,004,000.

    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 468,967 shares
    Change vs previous 13F +227,015 shares

    0.91% of the 13F portfolio, value $13,928,000.

    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 241,952 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $14,413,000.

    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).