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Morey & Quinn Wealth Partners, LLC: FVD position timeline

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

Morey & Quinn Wealth Partners, LLC held 69,542 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,542 shares
    Change vs previous 13F -3,070 shares

    2.16% of the 13F portfolio, value $3,350,539.

    13F-HR 0002055521-26-000004 filed by Morey & Quinn 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 72,612 shares
    Change vs previous 13F -1,826 shares

    2.43% of the 13F portfolio, value $3,414,940.

    13F-HR 0002055521-26-000002 filed by Morey & Quinn Wealth Partners, 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 74,438 shares
    Change vs previous 13F -5,088 shares

    2.46% of the 13F portfolio, value $3,430,103.

    13F-HR 0002055521-26-000001 filed by Morey & Quinn 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 79,526 shares
    Change vs previous 13F -4,435 shares

    2.71% of the 13F portfolio, value $3,677,262.

    13F-HR 0002055521-25-000002 filed by Morey & Quinn 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 83,961 shares
    Change vs previous 13F -14,355 shares

    3% of the 13F portfolio, value $3,753,041.

    13F-HR 0001085146-25-004093 filed by Morey & Quinn 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 98,316 shares
    Change vs previous 13F +1,678 shares

    3.63% of the 13F portfolio, value $4,383,895.

    13F-HR 0001085146-25-002135 filed by Morey & Quinn 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 96,638 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $4,217,301.

    13F-HR 0001085146-25-001023 filed by Morey & Quinn Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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