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Disclosery

1776 Wealth LLC: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on FVD, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 129,159 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,159 shares
    Change vs previous 13F -5,856 shares

    2.19% of the 13F portfolio, value $6,222,898.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth 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 135,015 shares
    Change vs previous 13F -113 shares

    2.5% of the 13F portfolio, value $6,349,765.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth 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 135,128 shares
    Change vs previous 13F +1 shares

    2.34% of the 13F portfolio, value $6,226,687.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth 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 135,127 shares
    Change vs previous 13F -26 shares

    2.41% of the 13F portfolio, value $6,248,262.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth 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 135,153 shares
    Change vs previous 13F +2,611 shares

    2.49% of the 13F portfolio, value $6,041,328.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth 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 132,542 shares
    Change vs previous 13F -3,731 shares

    2.71% of the 13F portfolio, value $5,910,027.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth 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 136,273 shares
    Change vs previous 13F -411 shares

    2.73% of the 13F portfolio, value $5,946,944.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth 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 136,684 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $6,217,765.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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