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Financial Concepts Unlimited, Inc.: FDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Concepts Unlimited, Inc. on FDV, newest first. How the timeline and the estimate are built.

Financial Concepts Unlimited, Inc. held 122,172 FDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,172 shares
    Change vs previous 13F +1,282 shares

    3.01% of the 13F portfolio, value $3,834,967.

    13F-HR 0002112099-26-000002 filed by Financial Concepts Unlimited, Inc.
    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 120,890 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $3,723,414.

    13F-HR 0002112099-26-000001 filed by Financial Concepts Unlimited, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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