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Disclosery

Fullerton Advisors, LLC: FDVV position timeline

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

Fullerton Advisors, LLC held 88,084 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,084 shares
    Change vs previous 13F +361 shares

    4.97% of the 13F portfolio, value $5,310,586.

    13F-HR 0002085853-26-000865 filed by Fullerton 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 87,723 shares
    Change vs previous 13F +828 shares

    5.02% of the 13F portfolio, value $4,845,809.

    13F-HR 0002085853-26-000445 filed by Fullerton 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 86,895 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $4,926,080.

    13F-HR 0002085853-26-000165 filed by Fullerton Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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