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DHJJ Financial Advisors, Ltd.: FVD position timeline

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

DHJJ Financial Advisors, Ltd. held 71,345 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,345 shares
    Change vs previous 13F -3,001 shares

    0.99% of the 13F portfolio, value $3,437,383.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 74,346 shares
    Change vs previous 13F -2,590 shares

    1.16% of the 13F portfolio, value $3,496,499.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 76,936 shares
    Change vs previous 13F -1,770 shares

    1.18% of the 13F portfolio, value $3,545,232.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 78,706 shares
    Change vs previous 13F -55,130 shares

    1.23% of the 13F portfolio, value $3,639,346.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 133,836 shares
    Change vs previous 13F -2,535 shares

    2.16% of the 13F portfolio, value $5,982,480.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 136,371 shares
    Change vs previous 13F -6,543 shares

    2.45% of the 13F portfolio, value $6,080,781.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 142,914 shares
    Change vs previous 13F -4,775 shares

    2.43% of the 13F portfolio, value $6,236,746.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 147,689 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $6,718,387.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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