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LOWERY THOMAS, LLC: FNDX position timeline

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

LOWERY THOMAS, LLC held 368,588 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 368,588 shares
    Change vs previous 13F -7,319 shares

    5.6% of the 13F portfolio, value $11,463,084.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 375,907 shares
    Change vs previous 13F +8,937 shares

    5.99% of the 13F portfolio, value $10,469,000.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 366,970 shares
    Change vs previous 13F -4,895 shares

    5.64% of the 13F portfolio, value $9,985,264.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 371,865 shares
    Change vs previous 13F +20,596 shares

    5.65% of the 13F portfolio, value $9,780,041.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 351,269 shares
    Change vs previous 13F -12,205 shares

    5.52% of the 13F portfolio, value $8,620,140.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 363,474 shares
    Change vs previous 13F +325 shares

    5.87% of the 13F portfolio, value $8,581,624.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 363,149 shares
    Change vs previous 13F +246,511 shares

    5.61% of the 13F portfolio, value $8,599,364.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, 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 116,638 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $8,369,918.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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