Skip to content
Disclosery

McGrath & Associates, Inc.: FNDC position timeline

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

McGrath & Associates, Inc. held 40,510 FNDC 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 40,510 shares
    Change vs previous 13F -1,529 shares

    2.56% of the 13F portfolio, value $1,967,146.

    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 42,039 shares
    Change vs previous 13F -4,072 shares

    2.87% of the 13F portfolio, value $1,948,906.

    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 46,111 shares
    Change vs previous 13F -66 shares

    2.92% of the 13F portfolio, value $2,054,256.

    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 46,177 shares
    Change vs previous 13F -3,258 shares

    3.06% of the 13F portfolio, value $2,055,317.

    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 49,435 shares
    Change vs previous 13F -4,926 shares

    3.38% of the 13F portfolio, value $2,078,759.

    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 54,361 shares
    Change vs previous 13F -1,840 shares

    3.59% of the 13F portfolio, value $1,967,858.

    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 56,201 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $1,918,686.

    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).