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Goodwin Investment Advisory: FVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on FVAL, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 89,747 FVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,747 shares
    Change vs previous 13F +10,162 shares

    14.09% of the 13F portfolio, value $6,994,495.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 79,585 shares
    Change vs previous 13F -813 shares

    6.58% of the 13F portfolio, value $5,523,197.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 80,398 shares
    Change vs previous 13F -472 shares

    6.38% of the 13F portfolio, value $5,810,362.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 80,870 shares
    Change vs previous 13F +1,991 shares

    5.97% of the 13F portfolio, value $5,569,518.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 78,879 shares
    Change vs previous 13F +13,692 shares

    5.82% of the 13F portfolio, value $5,038,002.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    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 65,187 shares
    Change vs previous 13F -125,089 shares

    6.03% of the 13F portfolio, value $3,884,493.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    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 190,276 shares
    Change vs previous 13F -632,754 shares

    6% of the 13F portfolio, value $11,457,504.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    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 823,030 shares
    Change vs previous 13F not available

    21.59% of the 13F portfolio, value $49,884,587.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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