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Horst & Graben Wealth Management LLC: FCVT position timeline

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

Horst & Graben Wealth Management LLC held 8,205 FCVT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,205 shares
    Change vs previous 13F -161 shares

    0.06% of the 13F portfolio, value $430,088.

    13F-HR 0001754960-26-000604 filed by Horst & Graben 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 8,366 shares
    Change vs previous 13F -117 shares

    0.06% of the 13F portfolio, value $409,761.

    13F-HR 0001754960-26-000341 filed by Horst & Graben 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 8,483 shares
    Change vs previous 13F +209 shares

    0.06% of the 13F portfolio, value $365,063.

    13F-HR 0001754960-26-000124 filed by Horst & Graben Wealth Management 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 8,274 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $353,859.

    13F-HR 0001754960-25-000676 filed by Horst & Graben Wealth Management 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 8,274 shares
    Change vs previous 13F +2,115 shares

    0.05% of the 13F portfolio, value $321,114.

    13F-HR 0001754960-25-000489 filed by Horst & Graben Wealth Management 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 6,159 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $215,011.

    13F-HR 0001754960-25-000263 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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