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Foster Victor Wealth Advisors, LLC: CI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foster Victor Wealth Advisors, LLC on CI, newest first. How the timeline and the estimate are built.

Foster Victor Wealth Advisors, LLC held 54,666 CI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,666 shares
    Change vs previous 13F +2,443 shares

    0.87% of the 13F portfolio, value $16,583,015.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 52,223 shares
    Change vs previous 13F +6,134 shares

    0.81% of the 13F portfolio, value $14,235,856.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
    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 46,089 shares
    Change vs previous 13F -931 shares

    0.73% of the 13F portfolio, value $12,545,780.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 47,020 shares
    Change vs previous 13F -11,515 shares

    0.91% of the 13F portfolio, value $14,623,358.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, 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 58,535 shares
    Change vs previous 13F +5,259 shares

    1.23% of the 13F portfolio, value $18,132,875.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, 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 53,276 shares
    Change vs previous 13F -1,833 shares

    1.41% of the 13F portfolio, value $17,591,149.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, 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 55,109 shares
    Change vs previous 13F +9,364 shares

    1.2% of the 13F portfolio, value $15,650,334.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, 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 45,745 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $15,860,619.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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