Legacy Financial Strategies, LLC: FNDX position timeline

Legacy Financial Strategies, LLC held 20,778 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 20,778 shares

   Change vs previous 13F +9 shares

   0.11% of the 13F portfolio, value $653,872.

   13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
   Accepted 2026-10-15 14:50:07 UTC, ingested 2026-10-15 14:51:10 UTC

2. period ended2026-06-30

   13F 20,769 shares

   Change vs previous 13F -10,536 shares

   0.1% of the 13F portfolio, value $645,909.

   13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 31,305 shares

   Change vs previous 13F -5,490 shares

   0.16% of the 13F portfolio, value $871,841.

   13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 36,795 shares

   Change vs previous 13F +385 shares

   0.18% of the 13F portfolio, value $1,001,203.

   13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 36,410 shares

   Change vs previous 13F +2,320 shares

   0.17% of the 13F portfolio, value $957,583.

   13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 34,090 shares

   Change vs previous 13F +925 shares

   0.16% of the 13F portfolio, value $836,569.

   13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 33,165 shares

   Change vs previous 13F -5,850 shares

   0.17% of the 13F portfolio, value $783,026.

   13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 39,015 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $921,144.

   13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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