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Foster Victor Wealth Advisors, LLC: PXF position timeline

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

Foster Victor Wealth Advisors, LLC held 0 PXF 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 0 shares
    Change vs previous 13F -55,195 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 55,195 shares
    Change vs previous 13F -3,444 shares

    0.23% of the 13F portfolio, value $4,091,053.

    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 58,639 shares
    Change vs previous 13F -4,618 shares

    0.23% of the 13F portfolio, value $4,000,353.

    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 63,257 shares
    Change vs previous 13F -3,121 shares

    0.24% of the 13F portfolio, value $3,930,790.

    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 66,378 shares
    Change vs previous 13F -2,641 shares

    0.26% of the 13F portfolio, value $3,847,899.

    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 69,019 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,450,260.

    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).