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Disclosery

FOSTER & MOTLEY INC: SRVR position timeline

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

FOSTER & MOTLEY INC held 395,271 SRVR 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 395,271 shares
    Change vs previous 13F +18,336 shares

    0.58% of the 13F portfolio, value $12,558,000.

    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 376,935 shares
    Change vs previous 13F +4,017 shares

    0.61% of the 13F portfolio, value $11,768,000.

    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 372,918 shares
    Change vs previous 13F +2,393 shares

    0.57% of the 13F portfolio, value $10,680,000.

    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 370,525 shares
    Change vs previous 13F +4,659 shares

    0.63% of the 13F portfolio, value $11,738,000.

    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 365,866 shares
    Change vs previous 13F +1,948 shares

    0.68% of the 13F portfolio, value $11,825,000.

    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 363,918 shares
    Change vs previous 13F +10,062 shares

    0.67% of the 13F portfolio, value $10,681,000.

    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 353,856 shares
    Change vs previous 13F -11,974 shares

    0.69% of the 13F portfolio, value $10,609,000.

    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 365,830 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $11,758,000.

    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).