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Foster Victor Wealth Advisors, LLC: PPL position timeline

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

Foster Victor Wealth Advisors, LLC held 264,020 PPL 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 264,020 shares
    Change vs previous 13F +25,590 shares

    0.5% of the 13F portfolio, value $9,531,125.

    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 238,430 shares
    Change vs previous 13F +15,166 shares

    0.54% of the 13F portfolio, value $9,444,206.

    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 223,264 shares
    Change vs previous 13F +10,866 shares

    0.48% of the 13F portfolio, value $8,222,810.

    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 212,398 shares
    Change vs previous 13F +9,101 shares

    0.49% of the 13F portfolio, value $7,795,008.

    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 203,297 shares
    Change vs previous 13F +2,064 shares

    0.47% of the 13F portfolio, value $6,863,308.

    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 201,233 shares
    Change vs previous 13F -2,522 shares

    0.56% of the 13F portfolio, value $6,990,817.

    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 203,755 shares
    Change vs previous 13F +8,467 shares

    0.52% of the 13F portfolio, value $6,774,861.

    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 195,288 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,219,937.

    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).