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Marmo Financial Group, LLC: FDVV position timeline

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

Marmo Financial Group, LLC held 105,667 FDVV shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 105,667 shares
    Change vs previous 13F -3,885 shares

    2.89% of the 13F portfolio, value $5,837,065.

    13F-HR 0001172661-26-001528 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 109,552 shares
    Change vs previous 13F -2,774 shares

    2.94% of the 13F portfolio, value $6,210,548.

    13F-HR 0001172661-26-000442 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 112,326 shares
    Change vs previous 13F -4,820 shares

    3.03% of the 13F portfolio, value $6,257,686.

    13F-HR 0001172661-25-004419 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 117,146 shares
    Change vs previous 13F +3,831 shares

    3.04% of the 13F portfolio, value $6,093,935.

    13F-HR 0001172661-25-002629 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 113,315 shares
    Change vs previous 13F +10,089 shares

    3.08% of the 13F portfolio, value $5,620,400.

    13F-HR 0001172661-25-001500 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 103,226 shares
    Change vs previous 13F +538 shares

    2.78% of the 13F portfolio, value $5,152,932.

    13F-HR 0001172661-25-000334 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 102,688 shares
    Change vs previous 13F +16,712 shares

    2.77% of the 13F portfolio, value $5,201,124.

    13F-HR 0001172661-24-004351 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 85,976 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,021,966.

    13F-HR 0001172661-24-002862 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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