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McAdam, LLC: FNDX position timeline

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

McAdam, LLC held 10,931,518 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,931,518 shares
    Change vs previous 13F +1,561,245 shares

    13.13% of the 13F portfolio, value $339,970,205.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 9,370,273 shares
    Change vs previous 13F +190,377 shares

    11.76% of the 13F portfolio, value $260,962,099.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 9,179,896 shares
    Change vs previous 13F +428,778 shares

    11.43% of the 13F portfolio, value $249,784,971.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 8,751,118 shares
    Change vs previous 13F +482,945 shares

    11.34% of the 13F portfolio, value $230,154,413.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 8,268,173 shares
    Change vs previous 13F +182,584 shares

    11.11% of the 13F portfolio, value $202,900,974.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 8,085,589 shares
    Change vs previous 13F -1,024,455 shares

    11.81% of the 13F portfolio, value $190,900,758.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 9,110,044 shares
    Change vs previous 13F +6,193,223 shares

    11.77% of the 13F portfolio, value $215,725,848.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 2,916,821 shares
    Change vs previous 13F not available

    11.74% of the 13F portfolio, value $209,311,057.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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