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Disclosery

Forge Financial Services LLC: FDVV position timeline

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

Forge Financial Services LLC held 4,403 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,403 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $265,457.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services 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 4,403 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $243,222.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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