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Barry Investment Advisors, LLC: FDVV position timeline

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

Barry Investment Advisors, LLC held 28,515 FDVV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,515 shares
    Change vs previous 13F -5,914 shares

    0.33% of the 13F portfolio, value $1,731,688.

    13F-HR 0002085853-26-001166 filed by Barry Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,429 shares
    Change vs previous 13F -7,534 shares

    0.43% of the 13F portfolio, value $2,075,751.

    13F-HR 0002085853-26-000677 filed by Barry Investment Advisors, LLC
    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 41,963 shares
    Change vs previous 13F -1,183 shares

    0.51% of the 13F portfolio, value $2,318,026.

    13F-HR 0002085853-26-000467 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 43,146 shares
    Change vs previous 13F +450 shares

    0.54% of the 13F portfolio, value $2,445,973.

    13F-HR 0002085853-26-000228 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 42,696 shares
    Change vs previous 13F +788 shares

    0.55% of the 13F portfolio, value $2,378,606.

    13F-HR 0001631639-25-000004 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 41,908 shares
    Change vs previous 13F +569 shares

    0.54% of the 13F portfolio, value $2,180,074.

    13F-HR 0001221073-25-000059 filed by Barry Investment Advisors, LLC
    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 41,339 shares
    Change vs previous 13F +1,021 shares

    0.54% of the 13F portfolio, value $2,050,397.

    13F-HR 0001221073-25-000045 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,318 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,013,487.

    13F-HR 0001221073-25-000009 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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