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Lakewood Asset Management LLC: FNDX position timeline

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

Lakewood Asset Management LLC held 397,708 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 397,708 shares
    Change vs previous 13F +27,077 shares

    6.79% of the 13F portfolio, value $12,368,733.

    13F-HR 0001754960-26-000685 filed by Lakewood 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 370,631 shares
    Change vs previous 13F +16,761 shares

    6.6% of the 13F portfolio, value $10,322,086.

    13F-HR 0001754960-26-000307 filed by Lakewood 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 353,870 shares
    Change vs previous 13F +13,467 shares

    5.66% of the 13F portfolio, value $9,628,797.

    13F-HR 0001754960-26-000120 filed by Lakewood 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 340,403 shares
    Change vs previous 13F +5,094 shares

    5.41% of the 13F portfolio, value $8,952,611.

    13F-HR 0001754960-25-000708 filed by Lakewood 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 335,309 shares
    Change vs previous 13F +13,772 shares

    5.5% of the 13F portfolio, value $8,228,486.

    13F-HR 0001754960-25-000411 filed by Lakewood 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 321,537 shares
    Change vs previous 13F -44,944 shares

    5.12% of the 13F portfolio, value $7,591,500.

    13F-HR 0001754960-25-000248 filed by Lakewood 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 366,481 shares
    Change vs previous 13F +243,482 shares

    5.98% of the 13F portfolio, value $8,678,278.

    13F-HR 0001754960-25-000025 filed by Lakewood 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 122,999 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $8,826,416.

    13F-HR 0001754960-24-000473 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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