Foster Victor Wealth Advisors, LLC: IBN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foster Victor Wealth Advisors, LLC on IBN, newest first. How the timeline and the estimate are built.
Foster Victor Wealth Advisors, LLC held 23,755 IBN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 23,755 sharesChange vs previous 13F +5,375 shares
0.04% of the 13F portfolio, value $688,894.
13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,380 sharesChange vs previous 13F +4,505 shares
0.03% of the 13F portfolio, value $519,982.
13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,875 sharesChange vs previous 13F +6,652 shares
0.02% of the 13F portfolio, value $428,331.
13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,223 sharesChange vs previous 13F +1,071 shares
0.01% of the 13F portfolio, value $222,179.
13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,152 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $207,630.
13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).