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BlueChip Wealth Advisors LLC: FDL position timeline

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

BlueChip Wealth Advisors LLC held 163,113 FDL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,113 shares
    Change vs previous 13F -6,595 shares

    3.01% of the 13F portfolio, value $7,937,080.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth Advisors 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 169,708 shares
    Change vs previous 13F -4,816 shares

    3.78% of the 13F portfolio, value $8,621,165.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth 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 ended2025-12-31
    13F 174,524 shares
    Change vs previous 13F -185 shares

    3.25% of the 13F portfolio, value $7,738,394.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth 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 ended2025-09-30
    13F 174,709 shares
    Change vs previous 13F -11,517 shares

    3.24% of the 13F portfolio, value $7,584,118.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth 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 ended2025-06-30
    13F 186,226 shares
    Change vs previous 13F +2,140 shares

    3.47% of the 13F portfolio, value $7,797,286.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth 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 ended2025-03-31
    13F 184,086 shares
    Change vs previous 13F +19,543 shares

    3.93% of the 13F portfolio, value $7,996,696.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth 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 ended2024-12-31
    13F 164,543 shares
    Change vs previous 13F +7,767 shares

    3.67% of the 13F portfolio, value $6,624,501.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth 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 ended2024-09-30
    13F 156,776 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $6,576,753.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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