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Frederick Financial Consultants, LLC: FV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frederick Financial Consultants, LLC on FV, newest first. How the timeline and the estimate are built.

Frederick Financial Consultants, LLC held 216,663 FV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,663 shares
    Change vs previous 13F +13,383 shares

    6.97% of the 13F portfolio, value $16,440,415.

    13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, 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 203,280 shares
    Change vs previous 13F +7,829 shares

    6.11% of the 13F portfolio, value $12,285,711.

    13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, 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 195,451 shares
    Change vs previous 13F +5,137 shares

    6.73% of the 13F portfolio, value $12,297,744.

    13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, 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 190,314 shares
    Change vs previous 13F +7,922 shares

    6.61% of the 13F portfolio, value $11,784,217.

    13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, 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 182,392 shares
    Change vs previous 13F +21,953 shares

    6.71% of the 13F portfolio, value $10,808,543.

    13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, 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 160,439 shares
    Change vs previous 13F not available

    6.35% of the 13F portfolio, value $8,801,678.

    13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).