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Steele Capital Management, Inc.: FNDX position timeline

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

Steele Capital Management, Inc. held 6,423,407 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 6,423,407 shares
    Change vs previous 13F +123,253 shares

    7.35% of the 13F portfolio, value $199,767,972.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, 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 6,300,154 shares
    Change vs previous 13F +187,464 shares

    7.27% of the 13F portfolio, value $175,459,297.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, 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 6,112,690 shares
    Change vs previous 13F +62,294 shares

    7.14% of the 13F portfolio, value $166,326,291.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, 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 6,050,396 shares
    Change vs previous 13F -9,776 shares

    7.06% of the 13F portfolio, value $159,125,422.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, 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 6,060,172 shares
    Change vs previous 13F +5,466 shares

    7.14% of the 13F portfolio, value $148,716,612.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, 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 6,054,706 shares
    Change vs previous 13F +75,461 shares

    7.44% of the 13F portfolio, value $142,951,613.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, 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 5,979,245 shares
    Change vs previous 13F +3,993,372 shares

    7.37% of the 13F portfolio, value $141,588,522.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, 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 1,985,873 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $142,506,242.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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