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FRG Family Wealth Advisors LLC: FNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FRG Family Wealth Advisors LLC on FNDX, newest first. How the timeline and the estimate are built.

FRG Family Wealth Advisors LLC held 151,966 FNDX shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 151,966 shares
    Change vs previous 13F +9,556 shares

    0.69% of the 13F portfolio, value $4,232,253.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 142,410 shares
    Change vs previous 13F -5,143 shares

    0.6% of the 13F portfolio, value $3,874,976.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 147,553 shares
    Change vs previous 13F +3,300 shares

    0.62% of the 13F portfolio, value $3,880,644.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 144,253 shares
    Change vs previous 13F +2,300 shares

    0.62% of the 13F portfolio, value $3,539,969.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 141,953 shares
    Change vs previous 13F +6,710 shares

    0.65% of the 13F portfolio, value $3,351,510.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 135,243 shares
    Change vs previous 13F +92,822 shares

    0.58% of the 13F portfolio, value $3,202,554.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 42,421 shares
    Change vs previous 13F +315 shares

    0.54% of the 13F portfolio, value $3,044,131.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 42,106 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,778,575.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).