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Disclosery

FOSTER & MOTLEY INC: SFM position timeline

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

FOSTER & MOTLEY INC held 9,517 SFM 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 9,517 shares
    Change vs previous 13F -552 shares

    0.04% of the 13F portfolio, value $805,000.

    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 10,069 shares
    Change vs previous 13F -774 shares

    0.04% of the 13F portfolio, value $777,000.

    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 10,843 shares
    Change vs previous 13F -571 shares

    0.05% of the 13F portfolio, value $864,000.

    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 11,414 shares
    Change vs previous 13F -83 shares

    0.07% of the 13F portfolio, value $1,242,000.

    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 11,497 shares
    Change vs previous 13F -1,309 shares

    0.11% of the 13F portfolio, value $1,893,000.

    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 12,806 shares
    Change vs previous 13F -5,191 shares

    0.12% of the 13F portfolio, value $1,955,000.

    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 17,997 shares
    Change vs previous 13F -3,701 shares

    0.15% of the 13F portfolio, value $2,287,000.

    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 21,698 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,396,000.

    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).