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Intellus Advisors LLC: FVD position timeline

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

Intellus Advisors LLC held 560,870 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 560,870 shares
    Change vs previous 13F +7,885 shares

    3.28% of the 13F portfolio, value $27,022,719.

    13F-HR 0001765380-26-000367 filed by Intellus Advisors 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 552,985 shares
    Change vs previous 13F -74,189 shares

    3.55% of the 13F portfolio, value $26,006,887.

    13F-HR 0001765380-26-000185 filed by Intellus Advisors 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 627,174 shares
    Change vs previous 13F +21,896 shares

    3.83% of the 13F portfolio, value $28,900,175.

    13F-HR 0001765380-26-000073 filed by Intellus Advisors 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 605,278 shares
    Change vs previous 13F -55,131 shares

    3.83% of the 13F portfolio, value $27,988,037.

    13F-HR 0001765380-25-000481 filed by Intellus Advisors 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 660,409 shares
    Change vs previous 13F +12,750 shares

    4.4% of the 13F portfolio, value $29,520,291.

    13F-HR 0001765380-25-000357 filed by Intellus Advisors 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 647,659 shares
    Change vs previous 13F +14,252 shares

    5.05% of the 13F portfolio, value $28,879,095.

    13F-HR 0001765380-25-000176 filed by Intellus Advisors 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 633,407 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $27,641,877.

    13F-HR 0001765380-25-000077 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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