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McGrath & Associates, Inc.: FNDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGrath & Associates, Inc. on FNDA, newest first. How the timeline and the estimate are built.

McGrath & Associates, Inc. held 58,331 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,331 shares
    Change vs previous 13F -2,722 shares

    2.89% of the 13F portfolio, value $2,220,084.

    13F-HR 0002085853-26-000724 filed by McGrath & Associates, 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 61,053 shares
    Change vs previous 13F -17,214 shares

    2.91% of the 13F portfolio, value $1,979,952.

    13F-HR 0002085853-26-000345 filed by McGrath & Associates, 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 78,267 shares
    Change vs previous 13F -1,017 shares

    3.5% of the 13F portfolio, value $2,466,197.

    13F-HR 0002085853-26-000235 filed by McGrath & Associates, 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 79,284 shares
    Change vs previous 13F -6,643 shares

    3.67% of the 13F portfolio, value $2,470,489.

    13F-HR 0002085853-25-000075 filed by McGrath & Associates, 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 85,927 shares
    Change vs previous 13F -2,691 shares

    4.01% of the 13F portfolio, value $2,461,818.

    13F-HR 0001667731-25-001099 filed by McGrath & Associates, 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 88,618 shares
    Change vs previous 13F -1,689 shares

    4.43% of the 13F portfolio, value $2,427,236.

    13F-HR 0001667731-25-000407 filed by McGrath & Associates, 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 90,307 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $2,682,106.

    13F-HR 0001667731-25-000204 filed by McGrath & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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