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Disclosery

Glassman Wealth Services: FNDX position timeline

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

Glassman Wealth Services held 4,609,229 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,609,229 shares
    Change vs previous 13F -62,675 shares

    17.17% of the 13F portfolio, value $143,347,007.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 4,671,904 shares
    Change vs previous 13F +5,341 shares

    17.69% of the 13F portfolio, value $130,112,521.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 4,666,563 shares
    Change vs previous 13F +131 shares

    17.14% of the 13F portfolio, value $126,977,181.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 4,666,432 shares
    Change vs previous 13F +45,211 shares

    17.25% of the 13F portfolio, value $122,727,169.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 4,621,221 shares
    Change vs previous 13F +74,518 shares

    17.37% of the 13F portfolio, value $113,404,757.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 4,546,703 shares
    Change vs previous 13F +31,941 shares

    17.96% of the 13F portfolio, value $107,347,665.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 4,514,762 shares
    Change vs previous 13F +3,014,069 shares

    17.99% of the 13F portfolio, value $106,909,569.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 1,500,693 shares
    Change vs previous 13F not available

    18.36% of the 13F portfolio, value $107,689,732.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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