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Foster Victor Wealth Advisors, LLC: DOC position timeline

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

Foster Victor Wealth Advisors, LLC held 547,466 DOC 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 547,466 shares
    Change vs previous 13F +18,048 shares

    0.62% of the 13F portfolio, value $11,858,107.

    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 529,418 shares
    Change vs previous 13F +125,838 shares

    0.51% of the 13F portfolio, value $8,931,287.

    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 403,580 shares
    Change vs previous 13F -12,538 shares

    0.42% of the 13F portfolio, value $7,195,835.

    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 416,118 shares
    Change vs previous 13F +26,734 shares

    0.5% of the 13F portfolio, value $8,060,215.

    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 389,384 shares
    Change vs previous 13F +70,896 shares

    0.48% of the 13F portfolio, value $7,110,157.

    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 318,488 shares
    Change vs previous 13F +16,856 shares

    0.47% of the 13F portfolio, value $5,783,741.

    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 301,632 shares
    Change vs previous 13F +15,679 shares

    0.48% of the 13F portfolio, value $6,267,916.

    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 285,953 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,228,046.

    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).