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HBW ADVISORY SERVICES LLC: FDVV position timeline

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

HBW ADVISORY SERVICES LLC held 58,395 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,395 shares
    Change vs previous 13F +3,616 shares

    0.32% of the 13F portfolio, value $3,520,617.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 54,779 shares
    Change vs previous 13F -2,205 shares

    0.32% of the 13F portfolio, value $3,026,017.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 56,984 shares
    Change vs previous 13F +2,950 shares

    0.35% of the 13F portfolio, value $3,230,414.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 54,034 shares
    Change vs previous 13F -1,222 shares

    0.34% of the 13F portfolio, value $3,010,215.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 55,256 shares
    Change vs previous 13F +14,325 shares

    0.35% of the 13F portfolio, value $2,874,421.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 40,931 shares
    Change vs previous 13F -9,587 shares

    0.29% of the 13F portfolio, value $2,030,163.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 50,518 shares
    Change vs previous 13F +3,296 shares

    0.26% of the 13F portfolio, value $2,522,851.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 47,222 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,391,817.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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