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McGlone Suttner Wealth Management, Inc.: FDVV position timeline

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

McGlone Suttner Wealth Management, Inc. held 111,477 FDVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 111,477 shares
    Change vs previous 13F -269 shares

    0.79% of the 13F portfolio, value $6,770,028.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 111,746 shares
    Change vs previous 13F +402 shares

    0.79% of the 13F portfolio, value $6,737,175.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 111,344 shares
    Change vs previous 13F -1,001 shares

    0.81% of the 13F portfolio, value $6,150,634.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 112,345 shares
    Change vs previous 13F -4,548 shares

    0.86% of the 13F portfolio, value $6,368,865.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 116,893 shares
    Change vs previous 13F +2,505 shares

    0.91% of the 13F portfolio, value $6,512,083.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 114,388 shares
    Change vs previous 13F +2,020 shares

    0.9% of the 13F portfolio, value $5,950,481.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 112,368 shares
    Change vs previous 13F +2,579 shares

    0.91% of the 13F portfolio, value $5,573,468.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 109,789 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,482,867.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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