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Sellwood Investment Partners LLC: FNDX position timeline

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

Sellwood Investment Partners LLC held 557,233 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 557,233 shares
    Change vs previous 13F -50,856 shares

    6.11% of the 13F portfolio, value $17,329,946.

    13F-HR 0001763958-26-000007 filed by Sellwood Investment Partners 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 608,089 shares
    Change vs previous 13F -1,941 shares

    6.67% of the 13F portfolio, value $16,935,279.

    13F-HR 0001763958-26-000005 filed by Sellwood Investment Partners 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 610,030 shares
    Change vs previous 13F +12,865 shares

    6.48% of the 13F portfolio, value $16,598,916.

    13F-HR 0001763958-26-000002 filed by Sellwood Investment Partners 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 597,165 shares
    Change vs previous 13F -19,388 shares

    6.25% of the 13F portfolio, value $15,705,440.

    13F-HR 0001763958-25-000010 filed by Sellwood Investment Partners 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 616,553 shares
    Change vs previous 13F -12,695 shares

    7.23% of the 13F portfolio, value $15,130,211.

    13F-HR 0001763958-25-000008 filed by Sellwood Investment Partners 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 629,248 shares
    Change vs previous 13F +24,989 shares

    7.76% of the 13F portfolio, value $14,856,544.

    13F-HR 0001763958-25-000006 filed by Sellwood Investment Partners 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 604,259 shares
    Change vs previous 13F not available

    7.69% of the 13F portfolio, value $14,308,853.

    13F-HR 0001763958-25-000004 filed by Sellwood Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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