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R. W. Roge & Company, Inc.: FNDX position timeline

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

R. W. Roge & Company, Inc. held 79,260 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,260 shares
    Change vs previous 13F -913 shares

    1.05% of the 13F portfolio, value $2,464,000.

    13F-HR 0001800745-26-000004 filed by R. W. Roge & Company, Inc.
    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 80,173 shares
    Change vs previous 13F -590 shares

    1.06% of the 13F portfolio, value $2,232,000.

    13F-HR 0001800745-26-000003 filed by R. W. Roge & Company, Inc.
    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 80,763 shares
    Change vs previous 13F -1,170 shares

    1.09% of the 13F portfolio, value $2,197,000.

    13F-HR 0001800745-26-000002 filed by R. W. Roge & Company, Inc.
    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 81,933 shares
    Change vs previous 13F -501 shares

    1.1% of the 13F portfolio, value $2,154,000.

    13F-HR 0001800745-25-000002 filed by R. W. Roge & Company, Inc.
    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 82,434 shares
    Change vs previous 13F -1,717 shares

    1.15% of the 13F portfolio, value $2,022,000.

    13F-HR 0001907157-25-000036 filed by R. W. Roge & Company, Inc.
    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 84,151 shares
    Change vs previous 13F -5,773 shares

    1.09% of the 13F portfolio, value $1,986,000.

    13F-HR 0001842974-25-000016 filed by R. W. Roge & Company, Inc.
    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 89,924 shares
    Change vs previous 13F +30,021 shares

    1.15% of the 13F portfolio, value $2,129,000.

    13F-HR 0001907157-25-000008 filed by R. W. Roge & Company, Inc.
    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 59,903 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,298,000.

    13F-HR 0001906937-24-000003 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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