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Higgins & Schmidt Wealth Strategies LLC: FVD position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 114,938 FVD 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 114,938 shares
    Change vs previous 13F -1,981 shares

    2.29% of the 13F portfolio, value $5,537,736.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 116,919 shares
    Change vs previous 13F -4,223 shares

    2.51% of the 13F portfolio, value $5,498,682.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 121,142 shares
    Change vs previous 13F -2,181 shares

    2.64% of the 13F portfolio, value $5,582,227.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 123,323 shares
    Change vs previous 13F -757 shares

    2.88% of the 13F portfolio, value $5,702,456.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 124,080 shares
    Change vs previous 13F -32,102 shares

    3.07% of the 13F portfolio, value $5,546,364.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 156,182 shares
    Change vs previous 13F -5,251 shares

    4.11% of the 13F portfolio, value $6,964,134.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 161,433 shares
    Change vs previous 13F -162,041 shares

    4.39% of the 13F portfolio, value $7,044,953.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies 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 323,474 shares
    Change vs previous 13F not available

    9.5% of the 13F portfolio, value $14,714,838.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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