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Disclosery

Bernardo Wealth Planning LLC: FVD position timeline

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

Bernardo Wealth Planning LLC held 11,147 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,147 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $537,059.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 11,143 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $524,068.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 11,140 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $513,330.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 11,136 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $514,921.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 11,133 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $498,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 11,129 shares
    Change vs previous 13F -869 shares

    0.12% of the 13F portfolio, value $496,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 11,998 shares
    Change vs previous 13F -2,125 shares

    0.12% of the 13F portfolio, value $511,224.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 14,123 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $648,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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