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Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: FNDX position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 19,333 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,333 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $601,245.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 18,817 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 516 shares

    Acceptance time not in the bulk data set (spec ยง4.2).