Forefront Wealth Partners, LLC: FDVV position timeline

Forefront Wealth Partners, LLC held 17,617 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 17,617 shares

   Change vs previous 13F -2,387 shares

   0.33% of the 13F portfolio, value $1,062,102.

   13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, LLC
   Filed 2026-08-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 20,004 shares

   Change vs previous 13F -5,239 shares

   0.46% of the 13F portfolio, value $1,105,024.

   13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 25,243 shares

   Change vs previous 13F +6,930 shares

   0.68% of the 13F portfolio, value $1,431,022.

   13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 18,313 shares

   Change vs previous 13F +13,367 shares

   0.26% of the 13F portfolio, value $1,020,221.

   13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,946 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $257,291.

   13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, LLC
   Filed 2025-08-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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