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Disclosery

LeClair Wealth Partners LLC: FVD position timeline

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

LeClair Wealth Partners LLC held 11,832 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,832 shares
    Change vs previous 13F +11,832 shares

    0.3% of the 13F portfolio, value $570,066.

    13F-HR 0001765380-26-000269 filed by LeClair Wealth Partners 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 0 shares
    Change vs previous 13F -11,929 shares

    13F-HR 0001765380-26-000162 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 11,929 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $549,688.

    13F-HR 0001765380-26-000105 filed by LeClair Wealth Partners 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 11,929 shares
    Change vs previous 13F -3,131 shares

    0.34% of the 13F portfolio, value $551,597.

    13F-HR 0001765380-25-000465 filed by LeClair Wealth Partners 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 15,060 shares
    Change vs previous 13F -280 shares

    0.46% of the 13F portfolio, value $673,182.

    13F-HR 0001765380-25-000291 filed by LeClair Wealth Partners 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 15,340 shares
    Change vs previous 13F -3,121 shares

    0.49% of the 13F portfolio, value $684,011.

    13F-HR 0001765380-25-000227 filed by LeClair Wealth Partners 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 18,461 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $805,638.

    13F-HR 0001765380-25-000117 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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