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Disclosery

Coppell Advisory Solutions LLC: FVD position timeline

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

Coppell Advisory Solutions LLC held 61,509 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,509 shares
    Change vs previous 13F +61,509 shares

    0.02% of the 13F portfolio, value $151,806.

    13F-HR 0001062993-26-004395 filed by Coppell Advisory Solutions 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 0 shares
    Change vs previous 13F -74,700 shares

    13F-HR 0001062993-26-002673 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 74,700 shares
    Change vs previous 13F -2,436 shares

    0.34% of the 13F portfolio, value $3,467,587.

    13F-HR 0001062993-26-000991 filed by Coppell Advisory Solutions 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 77,136 shares
    Change vs previous 13F +2,328 shares

    0.38% of the 13F portfolio, value $3,543,629.

    13F-HR 0001062993-25-016775 filed by Coppell Advisory Solutions 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/A 74,808 shares
    Change vs previous 13F -11,540 shares

    0.39% of the 13F portfolio, value $3,323,740.

    13F-HR/A 0001062993-25-014705 filed by Coppell Advisory Solutions 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 86,348 shares
    Change vs previous 13F -64,032 shares

    0.53% of the 13F portfolio, value $3,780,312.

    13F-HR 0001062993-25-009589 filed by Coppell Advisory Solutions 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 150,380 shares
    Change vs previous 13F -33,313 shares

    0.92% of the 13F portfolio, value $6,579,125.

    13F-HR 0001062993-25-002390 filed by Coppell Advisory Solutions LLC
    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 183,693 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $8,348,846.

    13F-HR 0001062993-24-019154 filed by Coppell Advisory Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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