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Gemmer Asset Management LLC: FNDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gemmer Asset Management LLC on FNDA, newest first. How the timeline and the estimate are built.

Gemmer Asset Management LLC held 656,112 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 656,112 shares
    Change vs previous 13F +9,208 shares

    1.68% of the 13F portfolio, value $24,971,627.

    13F-HR 0001420506-26-001235 filed by Gemmer Asset Management LLC
    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 646,904 shares
    Change vs previous 13F +6,033 shares

    1.66% of the 13F portfolio, value $20,979,104.

    13F-HR 0001420506-26-000710 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 640,871 shares
    Change vs previous 13F +13,605 shares

    1.56% of the 13F portfolio, value $20,193,860.

    13F-HR 0001420506-26-000092 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 627,266 shares
    Change vs previous 13F +5,779 shares

    1.58% of the 13F portfolio, value $19,545,620.

    13F-HR 0001420506-25-002854 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 621,487 shares
    Change vs previous 13F +13,617 shares

    1.58% of the 13F portfolio, value $17,805,615.

    13F-HR 0001420506-25-001564 filed by Gemmer Asset Management LLC
    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 607,870 shares
    Change vs previous 13F +22,422 shares

    1.66% of the 13F portfolio, value $16,649,551.

    13F-HR 0001420506-25-000759 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 585,448 shares
    Change vs previous 13F +303,846 shares

    1.71% of the 13F portfolio, value $17,387,819.

    13F-HR 0001420506-25-000032 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 281,602 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $16,775,019.

    13F-HR 0001420506-24-002178 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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