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Ballew Advisors, Inc: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballew Advisors, Inc on FDVV, newest first. How the timeline and the estimate are built.

Ballew Advisors, Inc held 30,029 FDVV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,029 shares
    Change vs previous 13F -11 shares

    0.91% of the 13F portfolio, value $1,829,380.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,040 shares
    Change vs previous 13F +249 shares

    0.95% of the 13F portfolio, value $1,840,829.

    13F-HR 0001580642-26-004238 filed by Ballew 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 29,791 shares
    Change vs previous 13F +230 shares

    0.96% of the 13F portfolio, value $1,709,435.

    13F-HR 0001580642-26-002441 filed by Ballew 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 29,561 shares
    Change vs previous 13F +103 shares

    0.95% of the 13F portfolio, value $1,692,688.

    13F-HR 0001580642-26-000257 filed by Ballew 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 29,458 shares
    Change vs previous 13F +193 shares

    0.91% of the 13F portfolio, value $1,631,971.

    13F-HR 0001580642-25-006581 filed by Ballew 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 29,265 shares
    Change vs previous 13F +248 shares

    0.92% of the 13F portfolio, value $1,556,296.

    13F-HR 0001580642-25-004115 filed by Ballew 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 29,017 shares
    Change vs previous 13F +1,109 shares

    0.9% of the 13F portfolio, value $1,342,335.

    13F-HR 0001580642-25-002392 filed by Ballew 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 27,908 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,380,324.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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