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BlueChip Wealth Advisors LLC: FVD position timeline

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

BlueChip Wealth Advisors LLC held 169,228 FVD 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 169,228 shares
    Change vs previous 13F -8,934 shares

    3.09% of the 13F portfolio, value $8,153,407.

    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 178,162 shares
    Change vs previous 13F -4,986 shares

    3.68% of the 13F portfolio, value $8,378,960.

    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 183,148 shares
    Change vs previous 13F -2,813 shares

    3.55% of the 13F portfolio, value $8,439,460.

    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 185,961 shares
    Change vs previous 13F -14,526 shares

    3.67% of the 13F portfolio, value $8,598,836.

    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 200,487 shares
    Change vs previous 13F -4,066 shares

    3.99% of the 13F portfolio, value $8,961,770.

    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 204,553 shares
    Change vs previous 13F +23,312 shares

    4.48% of the 13F portfolio, value $9,121,021.

    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 181,241 shares
    Change vs previous 13F +7,543 shares

    4.39% of the 13F portfolio, value $7,909,356.

    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 173,698 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $7,901,523.

    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).