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Disclosery

&PARTNERS: FNDX position timeline

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

&PARTNERS held 170,961 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,961 shares
    Change vs previous 13F +13,154 shares

    0.02% of the 13F portfolio, value $5,313,654.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 157,807 shares
    Change vs previous 13F +43,032 shares

    0.02% of the 13F portfolio, value $4,398,344.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 114,775 shares
    Change vs previous 13F -6,260 shares

    0.02% of the 13F portfolio, value $3,123,016.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 121,035 shares
    Change vs previous 13F -38,241 shares

    0.02% of the 13F portfolio, value $3,183,225.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 159,276 shares
    Change vs previous 13F +11,192 shares

    0.03% of the 13F portfolio, value $3,908,639.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 148,084 shares
    Change vs previous 13F +17,306 shares

    0.04% of the 13F portfolio, value $3,462,193.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 130,778 shares
    Change vs previous 13F +97,088 shares

    0.04% of the 13F portfolio, value $3,113,813.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,690 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,434,115.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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