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Lineweaver Wealth Advisors, LLC: FDVV position timeline

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

Lineweaver Wealth Advisors, LLC held 108,055 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,055 shares
    Change vs previous 13F -393 shares

    0.77% of the 13F portfolio, value $6,514,646.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, 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 108,448 shares
    Change vs previous 13F -2,177 shares

    0.81% of the 13F portfolio, value $5,990,684.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, 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 110,625 shares
    Change vs previous 13F -1,588 shares

    0.86% of the 13F portfolio, value $6,271,324.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, 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 112,213 shares
    Change vs previous 13F -1,909 shares

    0.92% of the 13F portfolio, value $6,251,391.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, 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 114,122 shares
    Change vs previous 13F -693 shares

    0.94% of the 13F portfolio, value $5,936,607.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, 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 114,815 shares
    Change vs previous 13F -4,088 shares

    0.97% of the 13F portfolio, value $5,694,914.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, 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 118,903 shares
    Change vs previous 13F -814 shares

    1.1% of the 13F portfolio, value $5,937,818.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    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 119,717 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $6,063,494.

    13F-HR 0001085146-24-005136 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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