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Foster Victor Wealth Advisors, LLC: NDAQ position timeline

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

Foster Victor Wealth Advisors, LLC held 174,872 NDAQ 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 174,872 shares
    Change vs previous 13F -153,834 shares

    0.81% of the 13F portfolio, value $15,390,467.

    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 328,706 shares
    Change vs previous 13F +26,051 shares

    1.63% of the 13F portfolio, value $28,502,136.

    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 302,655 shares
    Change vs previous 13F +21,478 shares

    1.78% of the 13F portfolio, value $30,562,090.

    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 281,177 shares
    Change vs previous 13F -1,995 shares

    1.53% of the 13F portfolio, value $24,633,928.

    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 283,172 shares
    Change vs previous 13F +3,357 shares

    1.72% of the 13F portfolio, value $25,437,381.

    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 279,815 shares
    Change vs previous 13F +10,247 shares

    1.61% of the 13F portfolio, value $20,015,187.

    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 269,568 shares
    Change vs previous 13F +4,717 shares

    1.63% of the 13F portfolio, value $21,250,030.

    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 264,851 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $19,193,726.

    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).