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FOSTER & MOTLEY INC: FNDF position timeline

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

FOSTER & MOTLEY INC held 2,540,904 FNDF 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 2,540,904 shares
    Change vs previous 13F +97,955 shares

    6.17% of the 13F portfolio, value $134,058,000.

    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 2,442,949 shares
    Change vs previous 13F -48,610 shares

    6.17% of the 13F portfolio, value $119,534,000.

    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 2,491,559 shares
    Change vs previous 13F -5,969 shares

    6.01% of the 13F portfolio, value $112,643,000.

    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 2,497,528 shares
    Change vs previous 13F -25,418 shares

    5.78% of the 13F portfolio, value $107,294,000.

    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 2,522,946 shares
    Change vs previous 13F -63,191 shares

    5.83% of the 13F portfolio, value $100,968,000.

    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 2,586,137 shares
    Change vs previous 13F -6,092 shares

    5.88% of the 13F portfolio, value $93,463,000.

    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 2,592,229 shares
    Change vs previous 13F +182,083 shares

    5.6% of the 13F portfolio, value $86,088,000.

    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 2,410,146 shares
    Change vs previous 13F not available

    5.71% of the 13F portfolio, value $90,067,000.

    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).