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Certified Advisory Corp: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on FDVV, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 27,832 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,832 shares
    Change vs previous 13F -6,652 shares

    0.14% of the 13F portfolio, value $1,677,993.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 34,484 shares
    Change vs previous 13F -1,929 shares

    0.17% of the 13F portfolio, value $1,904,904.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 36,413 shares
    Change vs previous 13F +3,971 shares

    0.19% of the 13F portfolio, value $2,064,270.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 32,442 shares
    Change vs previous 13F -236 shares

    0.17% of the 13F portfolio, value $1,807,322.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 32,678 shares
    Change vs previous 13F -1,422 shares

    0.18% of the 13F portfolio, value $1,699,896.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 34,100 shares
    Change vs previous 13F +1,692 shares

    0.19% of the 13F portfolio, value $1,691,384.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 32,408 shares
    Change vs previous 13F +4,810 shares

    0.18% of the 13F portfolio, value $1,618,432.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 27,598 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,397,842.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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