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Resonant Capital Advisors, LLC: FNDX position timeline

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

Resonant Capital Advisors, LLC held 1,424,766 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,424,766 shares
    Change vs previous 13F -40,489 shares

    2.12% of the 13F portfolio, value $44,310,220.

    13F-HR 0002085853-26-000857 filed by Resonant Capital Advisors, LLC
    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 1,465,255 shares
    Change vs previous 13F +97,328 shares

    2.14% of the 13F portfolio, value $40,807,362.

    13F-HR 0002085853-26-000527 filed by Resonant Capital Advisors, LLC
    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 1,367,927 shares
    Change vs previous 13F +24,946 shares

    2.05% of the 13F portfolio, value $37,221,295.

    13F-HR 0002085853-26-000137 filed by Resonant Capital Advisors, LLC
    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 1,342,981 shares
    Change vs previous 13F +21,190 shares

    2.06% of the 13F portfolio, value $35,320,413.

    13F-HR 0002085853-25-000183 filed by Resonant Capital Advisors, LLC
    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 1,321,791 shares
    Change vs previous 13F +61,094 shares

    2.07% of the 13F portfolio, value $32,436,746.

    13F-HR 0001667731-25-001034 filed by Resonant Capital Advisors, LLC
    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 1,260,697 shares
    Change vs previous 13F +47,139 shares

    2.08% of the 13F portfolio, value $29,765,053.

    13F-HR 0001667731-25-000543 filed by Resonant Capital Advisors, LLC
    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 1,213,558 shares
    Change vs previous 13F +810,562 shares

    2.1% of the 13F portfolio, value $28,737,050.

    13F-HR 0001667731-25-000129 filed by Resonant Capital Advisors, LLC
    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 402,996 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $28,918,961.

    13F-HR 0001803236-24-000005 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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