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Mezzasalma Advisors, LLC: FNDX position timeline

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

Mezzasalma Advisors, LLC held 88,841 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 88,841 shares
    Change vs previous 13F +1,929 shares

    0.51% of the 13F portfolio, value $2,527,350.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 86,912 shares
    Change vs previous 13F +3,157 shares

    0.49% of the 13F portfolio, value $2,440,842.

    13F-HR 0001864916-26-000003 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 83,755 shares
    Change vs previous 13F +4,606 shares

    0.54% of the 13F portfolio, value $2,123,188.

    13F-HR 0001864916-26-000002 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 79,149 shares
    Change vs previous 13F +13,089 shares

    0.48% of the 13F portfolio, value $1,998,474.

    13F-HR 0001864916-26-000001 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 66,060 shares
    Change vs previous 13F +7,991 shares

    0.44% of the 13F portfolio, value $1,737,390.

    13F-HR 0001864916-25-000004 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 58,069 shares
    Change vs previous 13F +5,881 shares

    0.43% of the 13F portfolio, value $1,425,003.

    13F-HR 0001085146-25-004268 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 52,188 shares
    Change vs previous 13F +5,355 shares

    0.43% of the 13F portfolio, value $1,232,164.

    13F-HR 0001085146-25-002195 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,833 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,109,007.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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