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Certified Advisory Corp: FVAL position timeline

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

Certified Advisory Corp held 50,093 FVAL 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 50,093 shares
    Change vs previous 13F +37,834 shares

    0.31% of the 13F portfolio, value $3,903,947.

    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 12,259 shares
    Change vs previous 13F +1,452 shares

    0.08% of the 13F portfolio, value $850,753.

    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 10,807 shares
    Change vs previous 13F +52 shares

    0.07% of the 13F portfolio, value $780,994.

    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 10,755 shares
    Change vs previous 13F +5,294 shares

    0.07% of the 13F portfolio, value $740,714.

    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 5,461 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $348,764.

    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 5,440 shares
    Change vs previous 13F +1,932 shares

    0.04% of the 13F portfolio, value $324,194.

    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 3,508 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $215,814.

    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 3,495 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,821.

    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).