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Legend Financial Advisors, Inc.: FNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legend Financial Advisors, Inc. on FNDX, newest first. How the timeline and the estimate are built.

Legend Financial Advisors, Inc. held 380,221 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,221 shares
    Change vs previous 13F -2,381 shares

    6.72% of the 13F portfolio, value $11,824,861.

    13F-HR 0001781948-26-000003 filed by Legend Financial Advisors, Inc.
    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 382,602 shares
    Change vs previous 13F +206 shares

    6.87% of the 13F portfolio, value $10,655,472.

    13F-HR 0001781948-26-000002 filed by Legend Financial Advisors, Inc.
    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 382,396 shares
    Change vs previous 13F +26 shares

    6.3% of the 13F portfolio, value $10,404,982.

    13F-HR 0001781948-26-000001 filed by Legend Financial Advisors, Inc.
    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 382,370 shares
    Change vs previous 13F -162 shares

    6.16% of the 13F portfolio, value $10,056,329.

    13F-HR 0001781948-25-000006 filed by Legend Financial Advisors, Inc.
    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 382,532 shares
    Change vs previous 13F -3,337 shares

    6.24% of the 13F portfolio, value $9,387,335.

    13F-HR 0001781948-25-000004 filed by Legend Financial Advisors, Inc.
    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 385,869 shares
    Change vs previous 13F -22,556 shares

    6.69% of the 13F portfolio, value $9,110,366.

    13F-HR 0001781948-25-000003 filed by Legend Financial Advisors, Inc.
    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 408,425 shares
    Change vs previous 13F +270,589 shares

    6.82% of the 13F portfolio, value $9,671,513.

    13F-HR 0001781948-25-000001 filed by Legend Financial Advisors, Inc.
    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 137,836 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $9,891,127.

    13F-HR 0001781948-24-000005 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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