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BostonPremier Wealth LLC: FVD position timeline

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

BostonPremier Wealth LLC held 17,135 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,135 shares
    Change vs previous 13F -1,381 shares

    0.35% of the 13F portfolio, value $825,559.

    13F-HR 0001951757-26-001040 filed by BostonPremier Wealth 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 18,516 shares
    Change vs previous 13F -2,347 shares

    0.45% of the 13F portfolio, value $870,825.

    13F-HR 0001951757-26-000580 filed by BostonPremier Wealth 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 20,863 shares
    Change vs previous 13F -338,730 shares

    0.49% of the 13F portfolio, value $961,347.

    13F-HR 0001951757-26-000058 filed by BostonPremier Wealth 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 359,593 shares
    Change vs previous 13F +6,221 shares

    8.26% of the 13F portfolio, value $16,627,582.

    13F-HR 0001951757-25-001213 filed by BostonPremier Wealth 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 353,372 shares
    Change vs previous 13F +9,603 shares

    8.76% of the 13F portfolio, value $15,795,736.

    13F-HR 0001951757-25-000838 filed by BostonPremier Wealth 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 343,769 shares
    Change vs previous 13F +33,954 shares

    9.52% of the 13F portfolio, value $15,328,651.

    13F-HR 0001951757-25-000387 filed by BostonPremier Wealth 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 309,815 shares
    Change vs previous 13F not available

    8.19% of the 13F portfolio, value $13,520,340.

    13F-HR 0001951757-25-000140 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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