Skip to content
Disclosery

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

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

Phil A. Younker & Associates, Ltd. held 25,306 FNDX 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 25,306 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $787,017.

    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 25,306 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $704,772.

    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 25,306 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $688,576.

    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 25,306 shares
    Change vs previous 13F +2,150 shares

    0.51% of the 13F portfolio, value $665,548.

    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 23,156 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $568,248.

    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 23,156 shares
    Change vs previous 13F +5,156 shares

    0.54% of the 13F portfolio, value $546,713.

    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 18,000 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $426,240.

    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).