Yanni & Associates Investment Advisors, LLC: FNDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Yanni & Associates Investment Advisors, LLC on FNDX, newest first. How the timeline and the estimate are built.
Yanni & Associates Investment Advisors, LLC held 166,695 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 166,695 sharesChange vs previous 13F -3,099 shares
4.81% of the 13F portfolio, value $5,245,892.
13F-HR 0002085853-26-001168 filed by Yanni & Associates Investment Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 169,794 sharesChange vs previous 13F -1,957 shares
4.87% of the 13F portfolio, value $5,280,594.
13F-HR 0002085853-26-000662 filed by Yanni & Associates Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 171,751 sharesChange vs previous 13F +3,671 shares
4.96% of the 13F portfolio, value $4,783,265.
13F-HR 0002085853-26-000321 filed by Yanni & Associates Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 168,080 sharesChange vs previous 13F not available
4.57% of the 13F portfolio, value $4,573,456.
13F-HR 0002085853-26-000213 filed by Yanni & Associates Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).