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Mayfair Advisory Group, LLC: FDVV position timeline

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

Mayfair Advisory Group, LLC held 29,849 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,849 shares
    Change vs previous 13F -1,150 shares

    0.56% of the 13F portfolio, value $1,862,578.

    13F-HR 0001801926-26-000004 filed by Mayfair Advisory 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 ended2026-03-31
    13F 30,999 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,712,385.

    13F-HR 0001801926-26-000002 filed by Mayfair Advisory 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 ended2025-12-31
    13F 30,999 shares
    Change vs previous 13F +22 shares

    0.69% of the 13F portfolio, value $1,768,183.

    13F-HR 0001801926-26-000001 filed by Mayfair Advisory 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 ended2025-09-30
    13F 30,977 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,725,729.

    13F-HR 0001801926-25-000002 filed by Mayfair Advisory 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 ended2025-06-30
    13F 30,977 shares
    Change vs previous 13F +11,836 shares

    0.79% of the 13F portfolio, value $1,680,502.

    13F-HR 0001221073-25-000076 filed by Mayfair Advisory 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 ended2025-03-31
    13F 19,141 shares
    Change vs previous 13F +2,400 shares

    0.55% of the 13F portfolio, value $949,394.

    13F-HR 0001221073-25-000041 filed by Mayfair Advisory 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 ended2024-12-31
    13F 16,741 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $836,046.

    13F-HR 0001221073-25-000001 filed by Mayfair Advisory 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 ended2024-09-30
    13F 16,741 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $845,755.

    13F-HR 0001221073-24-000086 filed by Mayfair Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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