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Kaye Capital Management: FVD position timeline

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

Kaye Capital Management held 268,684 FVD shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 268,684 shares
    Change vs previous 13F -14,541 shares

    4.62% of the 13F portfolio, value $12,010,194.

    13F-HR 0001111797-25-000006 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 283,225 shares
    Change vs previous 13F -1,582 shares

    5.15% of the 13F portfolio, value $12,628,988.

    13F-HR 0001111797-25-000004 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 284,807 shares
    Change vs previous 13F +799 shares

    5.64% of the 13F portfolio, value $12,428,995.

    13F-HR 0001111797-25-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 284,008 shares
    Change vs previous 13F -6,909 shares

    5.18% of the 13F portfolio, value $12,919,502.

    13F-HR 0001111797-24-000007 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 290,917 shares
    Change vs previous 13F -1,301 shares

    4.99% of the 13F portfolio, value $11,854,864.

    13F-HR 0001111797-24-000006 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 292,218 shares
    Change vs previous 13F -2,695 shares

    5.38% of the 13F portfolio, value $12,340,375.

    13F-HR 0001111797-24-000004 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 294,913 shares
    Change vs previous 13F -24,448 shares

    5.33% of the 13F portfolio, value $11,911,542.

    13F-HR 0001111797-24-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 319,361 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $11,940,902.

    13F-HR 0001085146-23-004123 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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