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Urban Financial Advisory Corp: FNDX position timeline

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

Urban Financial Advisory Corp held 1,208,406 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,208,406 shares
    Change vs previous 13F +130,192 shares

    10.36% of the 13F portfolio, value $37,581,434.

    13F-HR 0002005378-26-000004 filed by Urban Financial Advisory Corp
    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 1,078,214 shares
    Change vs previous 13F +284,075 shares

    10.62% of the 13F portfolio, value $30,028,255.

    13F-HR 0002005378-26-000002 filed by Urban Financial Advisory Corp
    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 794,139 shares
    Change vs previous 13F +91,536 shares

    8.48% of the 13F portfolio, value $21,608,532.

    13F-HR 0002005378-26-000001 filed by Urban Financial Advisory Corp
    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 702,603 shares
    Change vs previous 13F +110,028 shares

    8.61% of the 13F portfolio, value $18,478,452.

    13F-HR 0002005378-25-000006 filed by Urban Financial Advisory Corp
    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 592,575 shares
    Change vs previous 13F +81,969 shares

    7.31% of the 13F portfolio, value $14,541,782.

    13F-HR 0002005378-25-000003 filed by Urban Financial Advisory Corp
    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 510,606 shares
    Change vs previous 13F +27,779 shares

    6.66% of the 13F portfolio, value $12,055,418.

    13F-HR 0002005378-25-000002 filed by Urban Financial Advisory Corp
    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 482,827 shares
    Change vs previous 13F +333,321 shares

    6.28% of the 13F portfolio, value $11,433,348.

    13F-HR 0002005378-25-000001 filed by Urban Financial Advisory Corp
    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 149,506 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $10,728,539.

    13F-HR 0002005378-24-000004 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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