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Base Wealth Management LLC: FDVV position timeline

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

Base Wealth Management LLC held 141,941 FDVV 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 141,941 shares
    Change vs previous 13F +4,782 shares

    3.98% of the 13F portfolio, value $8,557,595.

    13F-HR 0002083977-26-000005 filed by Base 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 137,159 shares
    Change vs previous 13F -6,901 shares

    4.24% of the 13F portfolio, value $7,576,658.

    13F-HR 0002083977-26-000004 filed by Base 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 144,060 shares
    Change vs previous 13F +31,041 shares

    4.4% of the 13F portfolio, value $8,166,773.

    13F-HR 0002083977-26-000002 filed by Base 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 113,019 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $6,296,292.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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