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Disclosery

Glassman Wealth Services: FDVV position timeline

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

Glassman Wealth Services held 13,850 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,850 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $835,017.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 13,850 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $765,074.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 13,850 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $785,157.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 13,850 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $771,584.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 13,850 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $720,477.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 13,850 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $686,960.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 13,850 shares
    Change vs previous 13F -2,460 shares

    0.12% of the 13F portfolio, value $691,669.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 16,310 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $826,102.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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