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AFFINITY WEALTH MANAGEMENT LLC: FV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY WEALTH MANAGEMENT LLC on FV, newest first. How the timeline and the estimate are built.

AFFINITY WEALTH MANAGEMENT LLC held 13,433 FV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,433 shares
    Change vs previous 13F -90,130 shares

    0.13% of the 13F portfolio, value $1,019,258.

    13F-HR 0001951757-26-001017 filed by AFFINITY WEALTH MANAGEMENT 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 103,563 shares
    Change vs previous 13F -5,031 shares

    0.95% of the 13F portfolio, value $6,259,098.

    13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT 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 108,594 shares
    Change vs previous 13F +636 shares

    0.97% of the 13F portfolio, value $6,832,687.

    13F-HR 0001951757-26-000157 filed by AFFINITY WEALTH MANAGEMENT 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 107,958 shares
    Change vs previous 13F -15,504 shares

    0.98% of the 13F portfolio, value $6,684,782.

    13F-HR 0001951757-25-001278 filed by AFFINITY WEALTH MANAGEMENT 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 123,462 shares
    Change vs previous 13F -7,406 shares

    1.17% of the 13F portfolio, value $7,316,341.

    13F-HR 0001951757-25-000835 filed by AFFINITY WEALTH MANAGEMENT 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 130,868 shares
    Change vs previous 13F +218 shares

    1.33% of the 13F portfolio, value $7,179,391.

    13F-HR 0001951757-25-000293 filed by AFFINITY WEALTH MANAGEMENT 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 130,650 shares
    Change vs previous 13F -3,489 shares

    1.37% of the 13F portfolio, value $7,716,172.

    13F-HR 0001951757-25-000076 filed by AFFINITY WEALTH MANAGEMENT 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 134,139 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $7,816,282.

    13F-HR 0001951757-24-001010 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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