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Kovack Advisors, Inc.: FDVV position timeline

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

Kovack Advisors, Inc. held 147,703 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 147,703 shares
    Change vs previous 13F +4,143 shares

    0.43% of the 13F portfolio, value $8,962,366.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 143,560 shares
    Change vs previous 13F -9,862 shares

    0.42% of the 13F portfolio, value $7,953,121.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 153,422 shares
    Change vs previous 13F +256 shares

    0.41% of the 13F portfolio, value $8,697,493.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 153,166 shares
    Change vs previous 13F +79,412 shares

    0.8% of the 13F portfolio, value $8,532,869.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 73,754 shares
    Change vs previous 13F -129,834 shares

    0.38% of the 13F portfolio, value $3,836,706.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 203,588 shares
    Change vs previous 13F +1,332 shares

    1.07% of the 13F portfolio, value $10,097,948.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 202,256 shares
    Change vs previous 13F +1,518 shares

    0.99% of the 13F portfolio, value $10,100,688.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 200,738 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $10,167,369.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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