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Phil A. Younker & Associates, Ltd.: FNDF position timeline

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

Phil A. Younker & Associates, Ltd. held 31,530 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,530 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,663,523.

    13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
    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 31,530 shares
    Change vs previous 13F +2,300 shares

    1.03% of the 13F portfolio, value $1,542,763.

    13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
    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 29,230 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,321,488.

    13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
    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 29,230 shares
    Change vs previous 13F +4,200 shares

    0.96% of the 13F portfolio, value $1,255,721.

    13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
    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 25,030 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,001,701.

    13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
    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 25,030 shares
    Change vs previous 13F +3,610 shares

    0.89% of the 13F portfolio, value $904,584.

    13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
    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 21,420 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $711,358.

    13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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