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Goldstein Advisors, LLC: FVD position timeline

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

Goldstein Advisors, LLC held 80,890 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,890 shares
    Change vs previous 13F +647 shares

    0.36% of the 13F portfolio, value $3,897,269.

    13F-HR 0001172661-26-002693 filed by Goldstein 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 80,243 shares
    Change vs previous 13F -467 shares

    0.42% of the 13F portfolio, value $3,773,818.

    13F-HR 0001172661-26-001553 filed by Goldstein 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 80,710 shares
    Change vs previous 13F -2,093 shares

    0.42% of the 13F portfolio, value $3,719,109.

    13F-HR 0001172661-26-000596 filed by Goldstein 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 82,803 shares
    Change vs previous 13F -4,991 shares

    0.47% of the 13F portfolio, value $3,828,803.

    13F-HR 0001172661-25-004337 filed by Goldstein 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 87,794 shares
    Change vs previous 13F -2,718 shares

    0.53% of the 13F portfolio, value $3,924,384.

    13F-HR 0001172661-25-002781 filed by Goldstein 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 90,512 shares
    Change vs previous 13F -92 shares

    0.59% of the 13F portfolio, value $4,035,922.

    13F-HR 0001172661-25-001539 filed by Goldstein 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 90,604 shares
    Change vs previous 13F -195 shares

    0.57% of the 13F portfolio, value $3,953,951.

    13F-HR 0001172661-25-000256 filed by Goldstein 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 90,799 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,130,439.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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