Skip to content
Disclosery

Westover Capital Advisors, LLC: FNDX position timeline

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

Westover Capital Advisors, LLC held 11,967 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,967 shares
    Change vs previous 13F -459 shares

    0.06% of the 13F portfolio, value $372,174.

    13F-HR 0001483467-26-000003 filed by Westover Capital 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 12,426 shares
    Change vs previous 13F -349 shares

    0.06% of the 13F portfolio, value $346,064.

    13F-HR 0001483467-26-000002 filed by Westover Capital 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 ended2025-12-31
    13F 12,775 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $347,608.

    13F-HR 0001483467-26-000001 filed by Westover Capital Advisors, 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 12,733 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $334,878.

    13F-HR 0001483467-25-000009 filed by Westover Capital 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 ended2025-06-30
    13F 12,727 shares
    Change vs previous 13F -389 shares

    0.06% of the 13F portfolio, value $312,320.

    13F-HR 0001483467-25-000008 filed by Westover Capital 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 ended2025-03-31
    13F 13,116 shares
    Change vs previous 13F +1,642 shares

    0.07% of the 13F portfolio, value $309,669.

    13F-HR 0001262677-25-000002 filed by Westover Capital Advisors, 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 11,474 shares
    Change vs previous 13F +3,946 shares

    0.06% of the 13F portfolio, value $271,704.

    13F-HR 0001483467-25-000002 filed by Westover Capital Advisors, 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 7,528 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $540,210.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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