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Disclosery

Claris Financial LLC: FVD position timeline

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

Claris Financial LLC held 250,591 FVD shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 250,591 shares
    Change vs previous 13F +1,776 shares

    6.45% of the 13F portfolio, value $11,785,288.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 248,815 shares
    Change vs previous 13F +4,433 shares

    6.1% of the 13F portfolio, value $11,465,387.

    13F-HR 0001213900-26-018373 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 244,382 shares
    Change vs previous 13F +68,729 shares

    6.42% of the 13F portfolio, value $11,300,241.

    13F-HR 0001213900-26-040912 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 175,653 shares
    Change vs previous 13F -69,475 shares

    5.92% of the 13F portfolio, value $7,851,674.

    13F-HR 0001213900-25-080559 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 245,128 shares
    Change vs previous 13F 0 shares

    7.03% of the 13F portfolio, value $10,697,396.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 245,128 shares
    Change vs previous 13F not available

    7.03% of the 13F portfolio, value $10,697,396.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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