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Disclosery

FOSTER & MOTLEY INC: FNDE position timeline

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

FOSTER & MOTLEY INC held 1,235,419 FNDE 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 1,235,419 shares
    Change vs previous 13F -6,381 shares

    2.26% of the 13F portfolio, value $49,021,000.

    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 1,241,800 shares
    Change vs previous 13F -22,395 shares

    2.45% of the 13F portfolio, value $47,511,000.

    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 1,264,195 shares
    Change vs previous 13F -14,587 shares

    2.43% of the 13F portfolio, value $45,587,000.

    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 1,278,782 shares
    Change vs previous 13F -27,037 shares

    2.49% of the 13F portfolio, value $46,241,000.

    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 1,305,819 shares
    Change vs previous 13F -34,323 shares

    2.49% of the 13F portfolio, value $43,105,000.

    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 1,340,142 shares
    Change vs previous 13F +7,125 shares

    2.6% of the 13F portfolio, value $41,276,000.

    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 1,333,017 shares
    Change vs previous 13F +6,623 shares

    2.52% of the 13F portfolio, value $38,724,000.

    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 1,326,394 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $42,803,000.

    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).