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Johnson Bixby & Associates, LLC: FNDX position timeline

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

Johnson Bixby & Associates, LLC held 660,586 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 660,586 shares
    Change vs previous 13F +23,071 shares

    2.29% of the 13F portfolio, value $20,544,225.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, 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 637,515 shares
    Change vs previous 13F +546,831 shares

    2.2% of the 13F portfolio, value $17,754,793.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, 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 90,684 shares
    Change vs previous 13F +769 shares

    0.31% of the 13F portfolio, value $2,467,512.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, 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 89,915 shares
    Change vs previous 13F -552 shares

    0.3% of the 13F portfolio, value $2,364,765.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, 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 90,467 shares
    Change vs previous 13F -735 shares

    0.3% of the 13F portfolio, value $2,220,060.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, 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 91,202 shares
    Change vs previous 13F +7,469 shares

    0.32% of the 13F portfolio, value $2,153,279.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, 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 83,733 shares
    Change vs previous 13F +55,275 shares

    0.3% of the 13F portfolio, value $1,982,797.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, 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 28,458 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,042,146.

    13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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