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Foster Victor Wealth Advisors, LLC: O position timeline

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

Foster Victor Wealth Advisors, LLC held 154,605 O 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 154,605 shares
    Change vs previous 13F +10,786 shares

    0.52% of the 13F portfolio, value $9,859,140.

    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 143,819 shares
    Change vs previous 13F +9,937 shares

    0.52% of the 13F portfolio, value $9,177,084.

    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 133,882 shares
    Change vs previous 13F +6,715 shares

    0.48% of the 13F portfolio, value $8,223,003.

    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 127,167 shares
    Change vs previous 13F +5,830 shares

    0.48% of the 13F portfolio, value $7,680,877.

    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 121,337 shares
    Change vs previous 13F +4,550 shares

    0.47% of the 13F portfolio, value $6,906,503.

    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 116,787 shares
    Change vs previous 13F +6,689 shares

    0.52% of the 13F portfolio, value $6,448,988.

    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 110,098 shares
    Change vs previous 13F +7,177 shares

    0.46% of the 13F portfolio, value $6,013,539.

    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 102,921 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,361,546.

    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).