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Nalls Sherbakoff Group, LLC: FNDX position timeline

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

Nalls Sherbakoff Group, LLC held 32,408 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,408 shares
    Change vs previous 13F +27 shares

    0.72% of the 13F portfolio, value $1,007,888.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff Group, LLC
    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 32,381 shares
    Change vs previous 13F +96 shares

    0.66% of the 13F portfolio, value $901,810.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff Group, LLC
    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 32,285 shares
    Change vs previous 13F -22,590 shares

    0.63% of the 13F portfolio, value $878,471.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 54,875 shares
    Change vs previous 13F -2,414 shares

    0.97% of the 13F portfolio, value $1,443,218.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 57,289 shares
    Change vs previous 13F +35 shares

    1.02% of the 13F portfolio, value $1,405,884.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 57,254 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,351,775.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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