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Foster Victor Wealth Advisors, LLC: DLR position timeline

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

Foster Victor Wealth Advisors, LLC held 53,613 DLR 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 53,613 shares
    Change vs previous 13F +2,894 shares

    0.49% of the 13F portfolio, value $9,280,971.

    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 50,719 shares
    Change vs previous 13F +3,528 shares

    0.57% of the 13F portfolio, value $9,930,225.

    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 47,191 shares
    Change vs previous 13F +2,373 shares

    0.45% of the 13F portfolio, value $7,720,492.

    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 44,818 shares
    Change vs previous 13F +1,887 shares

    0.49% of the 13F portfolio, value $7,903,581.

    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 42,931 shares
    Change vs previous 13F +1,073 shares

    0.5% of the 13F portfolio, value $7,348,917.

    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 41,858 shares
    Change vs previous 13F +3,048 shares

    0.49% of the 13F portfolio, value $6,073,142.

    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 38,810 shares
    Change vs previous 13F +547 shares

    0.53% of the 13F portfolio, value $6,924,786.

    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 38,263 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,088,851.

    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).