REGENTATLANTIC CAPITAL LLC: FNDX position timeline

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

REGENTATLANTIC CAPITAL LLC held 242,718 FNDX shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

period ended2022-09-30
13F 242,718 shares
Change vs previous 13F -5,151 shares
0.35% of the 13F portfolio, value $11,592,000.
13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 247,869 shares
Change vs previous 13F -2,010 shares
0.42% of the 13F portfolio, value $12,617,000.
13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
Filed 2022-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 249,879 shares
Change vs previous 13F -25,541 shares
0.41% of the 13F portfolio, value $14,618,000.
13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
Filed 2022-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 275,420 shares
Change vs previous 13F -10,292 shares
0.45% of the 13F portfolio, value $16,142,000.
13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
Filed 2022-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 285,712 shares
Change vs previous 13F -3,305 shares
0.47% of the 13F portfolio, value $15,414,000.
13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
Filed 2021-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 289,017 shares
Change vs previous 13F -24,250 shares
0.49% of the 13F portfolio, value $15,815,000.
13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
Filed 2021-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 313,267 shares
Change vs previous 13F -230,401 shares
0.55% of the 13F portfolio, value $16,186,000.
13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
Filed 2021-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 543,668 shares
Change vs previous 13F not available
0.98% of the 13F portfolio, value $24,623,000.
13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
Filed 2021-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).