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Savvy Advisors, Inc.: FNDX position timeline

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

Savvy Advisors, Inc. held 111,288 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 111,288 shares
    Change vs previous 13F +2,390 shares

    0.07% of the 13F portfolio, value $3,461,044.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, 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 108,898 shares
    Change vs previous 13F +1,054 shares

    0.08% of the 13F portfolio, value $3,032,822.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, 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 107,844 shares
    Change vs previous 13F -11,016 shares

    0.09% of the 13F portfolio, value $2,934,431.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, 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 118,860 shares
    Change vs previous 13F -5,329 shares

    0.14% of the 13F portfolio, value $3,126,019.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, 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 124,189 shares
    Change vs previous 13F +11,394 shares

    0.2% of the 13F portfolio, value $3,047,605.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, 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 112,795 shares
    Change vs previous 13F +1,629 shares

    0.27% of the 13F portfolio, value $2,663,083.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, 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 111,166 shares
    Change vs previous 13F +79,886 shares

    0.32% of the 13F portfolio, value $2,632,409.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, 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 31,280 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,244,622.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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