Skip to content
Disclosery

McGrath & Associates, Inc.: FNDF position timeline

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

McGrath & Associates, Inc. held 37,480 FNDF 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 37,480 shares
    Change vs previous 13F -396 shares

    2.58% of the 13F portfolio, value $1,977,463.

    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 37,876 shares
    Change vs previous 13F -5,432 shares

    2.73% of the 13F portfolio, value $1,853,282.

    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 43,308 shares
    Change vs previous 13F -1,677 shares

    2.78% of the 13F portfolio, value $1,957,967.

    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 44,985 shares
    Change vs previous 13F -1,985 shares

    2.87% of the 13F portfolio, value $1,932,549.

    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 46,970 shares
    Change vs previous 13F -2,232 shares

    3.06% of the 13F portfolio, value $1,879,758.

    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 49,202 shares
    Change vs previous 13F -1,235 shares

    3.25% of the 13F portfolio, value $1,778,164.

    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 50,437 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $1,675,008.

    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).