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High Point Wealth Management, LLC: FDVV position timeline

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

High Point Wealth Management, LLC held 108,405 FDVV 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 108,405 shares
    Change vs previous 13F +258 shares

    5.35% of the 13F portfolio, value $6,535,756.

    13F-HR 0002106882-26-000003 filed by High Point Wealth Management, 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 108,147 shares
    Change vs previous 13F +6,538 shares

    5.77% of the 13F portfolio, value $5,974,064.

    13F-HR 0002106882-26-000002 filed by High Point Wealth Management, 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 101,609 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $5,760,208.

    13F-HR 0002106882-26-000001 filed by High Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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