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Investor's Fiduciary Advisor Network, LLC: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investor's Fiduciary Advisor Network, LLC on FDVV, newest first. How the timeline and the estimate are built.

Investor's Fiduciary Advisor Network, LLC held 22,483 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,483 shares
    Change vs previous 13F +2,366 shares

    0.46% of the 13F portfolio, value $1,355,000.

    13F-HR 0002044901-26-000003 filed by Investor's Fiduciary Advisor Network, 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 20,117 shares
    Change vs previous 13F -120 shares

    0.34% of the 13F portfolio, value $1,111,000.

    13F-HR 0002044901-26-000002 filed by Investor's Fiduciary Advisor Network, 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 20,237 shares
    Change vs previous 13F +5,231 shares

    0.25% of the 13F portfolio, value $1,147,000.

    13F-HR 0002044901-26-000001 filed by Investor's Fiduciary Advisor Network, 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 15,006 shares
    Change vs previous 13F +2,216 shares

    0.28% of the 13F portfolio, value $835,000.

    13F-HR 0002044901-25-000004 filed by Investor's Fiduciary Advisor Network, 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 12,790 shares
    Change vs previous 13F +1,823 shares

    0.25% of the 13F portfolio, value $665,000.

    13F-HR 0002059344-25-000003 filed by Investor's Fiduciary Advisor Network, 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 10,967 shares
    Change vs previous 13F +898 shares

    0.26% of the 13F portfolio, value $543,000.

    13F-HR 0001898296-25-000007 filed by Investor's Fiduciary Advisor Network, 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 10,069 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $502,000.

    13F-HR 0002044901-25-000002 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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