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Investment Advisory Services Group LLC: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Advisory Services Group LLC on FDVV, newest first. How the timeline and the estimate are built.

Investment Advisory Services Group LLC held 134,161 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,161 shares
    Change vs previous 13F +6,853 shares

    5.92% of the 13F portfolio, value $8,088,577.

    13F-HR 0002099157-26-000004 filed by Investment Advisory Services Group 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 127,308 shares
    Change vs previous 13F +11,068 shares

    6.12% of the 13F portfolio, value $7,032,495.

    13F-HR 0002099157-26-000003 filed by Investment Advisory Services Group 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 116,240 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $6,589,632.

    13F-HR 0002099157-26-000002 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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