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Disclosery

4WEALTH ADVISORS, INC.: V position timeline

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

4WEALTH ADVISORS, INC. held 3,327 V 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 3,327 shares
    Change vs previous 13F -885 shares

    0.84% of the 13F portfolio, value $1,217,610.

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

  2. period ended2026-06-30
    13F 4,212 shares
    Change vs previous 13F +143 shares

    1.1% of the 13F portfolio, value $1,439,064.

    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 4,069 shares
    Change vs previous 13F +108 shares

    1.04% of the 13F portfolio, value $1,218,821.

    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 3,961 shares
    Change vs previous 13F +201 shares

    1.2% of the 13F portfolio, value $1,389,321.

    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 3,760 shares
    Change vs previous 13F -4 shares

    1.19% of the 13F portfolio, value $1,283,524.

    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 3,764 shares
    Change vs previous 13F +3 shares

    1.39% of the 13F portfolio, value $1,336,242.

    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 3,761 shares
    Change vs previous 13F -602 shares

    1.46% of the 13F portfolio, value $1,317,936.

    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 4,363 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,378,898.

    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).