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Timmons Wealth Management, LLC: FNDX position timeline

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

Timmons Wealth Management, LLC held 412,264 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 412,264 shares
    Change vs previous 13F -11,457 shares

    9.38% of the 13F portfolio, value $12,821,415.

    13F-HR 0002110045-26-000003 filed by Timmons Wealth Management, 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 423,721 shares
    Change vs previous 13F +11,847 shares

    11.18% of the 13F portfolio, value $11,800,627.

    13F-HR 0002110045-26-000002 filed by Timmons Wealth Management, 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 411,874 shares
    Change vs previous 13F not available

    11.03% of the 13F portfolio, value $11,207,095.

    13F-HR 0002110045-26-000001 filed by Timmons Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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