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Gross & Hartman Investments LLC: FNDX position timeline

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

Gross & Hartman Investments LLC held 306,501 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,501 shares
    Change vs previous 13F +5,483 shares

    4.21% of the 13F portfolio, value $9,532,167.

    13F-HR 0001966094-26-000005 filed by Gross & Hartman Investments 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 301,018 shares
    Change vs previous 13F +19,433 shares

    4.36% of the 13F portfolio, value $8,383,341.

    13F-HR 0001966094-26-000004 filed by Gross & Hartman Investments 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 281,585 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $7,661,937.

    13F-HR 0001966094-26-000003 filed by Gross & Hartman Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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