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Disclosery

Verum Partners LLC: FNDX position timeline

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

Verum Partners LLC held 186,856 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 186,856 shares
    Change vs previous 13F -16,234 shares

    0.88% of the 13F portfolio, value $5,811,217.

    13F-HR 0001951757-26-001018 filed by Verum Partners 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 203,090 shares
    Change vs previous 13F -16,513 shares

    1.07% of the 13F portfolio, value $5,656,054.

    13F-HR 0001951757-26-000610 filed by Verum Partners 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 219,603 shares
    Change vs previous 13F -23,796 shares

    1.2% of the 13F portfolio, value $5,975,393.

    13F-HR 0001951757-26-000077 filed by Verum Partners LLC
    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 243,399 shares
    Change vs previous 13F -10,427 shares

    1.36% of the 13F portfolio, value $6,401,387.

    13F-HR 0001951757-25-001378 filed by Verum Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 253,826 shares
    Change vs previous 13F -18,031 shares

    1.43% of the 13F portfolio, value $6,228,884.

    13F-HR 0001951757-25-000850 filed by Verum Partners LLC
    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 271,857 shares
    Change vs previous 13F -27,041 shares

    1.73% of the 13F portfolio, value $6,418,553.

    13F-HR 0001951757-25-000338 filed by Verum Partners LLC
    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 298,898 shares
    Change vs previous 13F +188,330 shares

    2.04% of the 13F portfolio, value $7,077,897.

    13F-HR 0001951757-25-000053 filed by Verum Partners LLC
    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 110,568 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $7,934,350.

    13F-HR 0001951757-24-001044 filed by Verum Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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