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
- period ended2026-06-3013F 58,395 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 54,779 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56,984 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 54,034 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,256 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,931 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 50,518 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,222 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).