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BELLEVUE ASSET MANAGEMENT, LLC: FVD position timeline

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

BELLEVUE ASSET MANAGEMENT, LLC held 8,497 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,497 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $409,428.

    13F-HR 0001801619-26-000004 filed by BELLEVUE ASSET 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 8,497 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $399,656.

    13F-HR 0001801619-26-000002 filed by BELLEVUE ASSET 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 8,496 shares
    Change vs previous 13F -2,357 shares

    0.13% of the 13F portfolio, value $391,419.

    13F-HR 0001801619-26-000001 filed by BELLEVUE ASSET 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 10,853 shares
    Change vs previous 13F +7 shares

    0.23% of the 13F portfolio, value $501,846.

    13F-HR 0001801619-25-000006 filed by BELLEVUE ASSET 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 10,846 shares
    Change vs previous 13F -346 shares

    0.24% of the 13F portfolio, value $484,834.

    13F-HR 0001801619-25-000004 filed by BELLEVUE ASSET 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 11,192 shares
    Change vs previous 13F -21 shares

    0.27% of the 13F portfolio, value $499,090.

    13F-HR 0001801619-25-000002 filed by BELLEVUE ASSET 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 11,213 shares
    Change vs previous 13F +277 shares

    0.25% of the 13F portfolio, value $489,374.

    13F-HR 0001801619-25-000001 filed by BELLEVUE ASSET 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 10,936 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $497,478.

    13F-HR 0001801619-24-000005 filed by BELLEVUE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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