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Solitude Financial Services: FNDX position timeline

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

Solitude Financial Services held 945,622 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 945,622 shares
    Change vs previous 13F +9,915 shares

    8.15% of the 13F portfolio, value $29,408,844.

    13F-HR 0001839890-26-000004 filed by Solitude Financial Services
    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 935,707 shares
    Change vs previous 13F +17,300 shares

    8.03% of the 13F portfolio, value $27,144,860.

    13F-HR 0001839890-26-000003 filed by Solitude Financial Services
    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 918,407 shares
    Change vs previous 13F -20,672 shares

    8.24% of the 13F portfolio, value $24,989,854.

    13F-HR 0001839890-26-000001 filed by Solitude Financial Services
    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 939,079 shares
    Change vs previous 13F -19,704 shares

    8.45% of the 13F portfolio, value $24,697,778.

    13F-HR 0001839890-25-000006 filed by Solitude Financial Services
    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 958,783 shares
    Change vs previous 13F +48,223 shares

    8.52% of the 13F portfolio, value $23,528,535.

    13F-HR 0001839890-25-000005 filed by Solitude Financial Services
    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 910,560 shares
    Change vs previous 13F -34,911 shares

    8.35% of the 13F portfolio, value $21,498,322.

    13F-HR 0001839890-25-000004 filed by Solitude Financial Services
    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 945,471 shares
    Change vs previous 13F +644,149 shares

    9.8% of the 13F portfolio, value $22,388,753.

    13F-HR 0001839890-25-000001 filed by Solitude Financial Services
    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 301,322 shares
    Change vs previous 13F not available

    9.23% of the 13F portfolio, value $21,622,867.

    13F-HR 0001839890-24-000006 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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