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Gemmer Asset Management LLC: FNDX position timeline

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

Gemmer Asset Management LLC held 2,688,126 FNDX 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 2,688,126 shares
    Change vs previous 13F +4,524 shares

    5.63% of the 13F portfolio, value $83,600,713.

    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 2,683,602 shares
    Change vs previous 13F +34,540 shares

    5.92% of the 13F portfolio, value $74,738,314.

    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 2,649,062 shares
    Change vs previous 13F -9,505 shares

    5.57% of the 13F portfolio, value $72,080,992.

    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 2,658,567 shares
    Change vs previous 13F +39,561 shares

    5.64% of the 13F portfolio, value $69,920,314.

    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 2,619,006 shares
    Change vs previous 13F +72,672 shares

    5.71% of the 13F portfolio, value $64,270,399.

    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 2,546,334 shares
    Change vs previous 13F +72,455 shares

    6.01% of the 13F portfolio, value $60,118,951.

    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 2,473,879 shares
    Change vs previous 13F +1,683,829 shares

    5.77% of the 13F portfolio, value $58,581,465.

    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 790,050 shares
    Change vs previous 13F not available

    5.67% of the 13F portfolio, value $56,693,973.

    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).