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4WEALTH ADVISORS, INC.: FVD position timeline

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

4WEALTH ADVISORS, INC. held 17,818 FVD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,818 shares
    Change vs previous 13F +1,569 shares

    0.58% of the 13F portfolio, value $842,616.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,249 shares
    Change vs previous 13F +549 shares

    0.6% of the 13F portfolio, value $786,951.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,700 shares
    Change vs previous 13F +277 shares

    0.63% of the 13F portfolio, value $731,771.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,423 shares
    Change vs previous 13F +855 shares

    0.62% of the 13F portfolio, value $710,686.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,568 shares
    Change vs previous 13F +612 shares

    0.62% of the 13F portfolio, value $673,647.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,956 shares
    Change vs previous 13F +270 shares

    0.65% of the 13F portfolio, value $623,813.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,686 shares
    Change vs previous 13F +1,876 shares

    0.68% of the 13F portfolio, value $610,254.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,810 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $515,383.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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