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McGrath & Associates, Inc.: FNDX position timeline

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

McGrath & Associates, Inc. held 48,615 FNDX 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 48,615 shares
    Change vs previous 13F -6,995 shares

    1.97% of the 13F portfolio, value $1,511,936.

    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 55,610 shares
    Change vs previous 13F -5,265 shares

    2.28% of the 13F portfolio, value $1,548,340.

    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 60,875 shares
    Change vs previous 13F -2,033 shares

    2.35% of the 13F portfolio, value $1,656,396.

    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 62,908 shares
    Change vs previous 13F -1,452 shares

    2.46% of the 13F portfolio, value $1,654,473.

    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 64,360 shares
    Change vs previous 13F -172 shares

    2.57% of the 13F portfolio, value $1,579,397.

    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 64,532 shares
    Change vs previous 13F -6,637 shares

    2.78% of the 13F portfolio, value $1,523,604.

    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 71,169 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $1,685,278.

    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).