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Disclosery

Code Waechter LLC: FDVV position timeline

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

Code Waechter LLC held 21,969 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,969 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,324,536.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 21,969 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,213,591.

    13F-HR 0002039212-26-000002 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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