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Foster Victor Wealth Advisors, LLC: EA position timeline

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

Foster Victor Wealth Advisors, LLC held 5,392 EA 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 5,392 shares
    Change vs previous 13F -89 shares

    0.06% of the 13F portfolio, value $1,114,257.

    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 5,481 shares
    Change vs previous 13F -1,363 shares

    0.06% of the 13F portfolio, value $1,111,723.

    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 6,844 shares
    Change vs previous 13F -87,128 shares

    0.08% of the 13F portfolio, value $1,397,788.

    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 93,972 shares
    Change vs previous 13F +2,644 shares

    1.17% of the 13F portfolio, value $18,859,143.

    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 91,328 shares
    Change vs previous 13F +3,999 shares

    0.95% of the 13F portfolio, value $13,943,986.

    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 87,329 shares
    Change vs previous 13F -36,723 shares

    1% of the 13F portfolio, value $12,481,899.

    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 124,052 shares
    Change vs previous 13F +3,138 shares

    1.35% of the 13F portfolio, value $17,615,366.

    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 120,914 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $17,380,219.

    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).