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True North Advisors, LLC: FNDX position timeline

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

True North Advisors, LLC held 2,140,879 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,140,879 shares
    Change vs previous 13F +67,040 shares

    6.37% of the 13F portfolio, value $66,581,350.

    13F-HR 0001172661-26-002749 filed by True North Advisors, 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 2,073,839 shares
    Change vs previous 13F +2,073,839 shares

    6.58% of the 13F portfolio, value $57,756,419.

    13F-HR 0001172661-26-001614 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -142,741 shares

    13F-HR 0001172661-25-004287 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 142,741 shares
    Change vs previous 13F +12,577 shares

    0.67% of the 13F portfolio, value $3,502,865.

    13F-HR 0001172661-25-002616 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 130,164 shares
    Change vs previous 13F +130,164 shares

    0.54% of the 13F portfolio, value $3,073,181.

    13F-HR 0001172661-25-001678 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -44,152 shares

    13F-HR 0001172661-25-000248 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 44,152 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,168,344.

    13F-HR 0001172661-24-004175 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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