Mowery & Schoenfeld Wealth Management, LLC: FVD position timeline

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

Mowery & Schoenfeld Wealth Management, LLC held 1,141 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 1,141 shares
Change vs previous 13F +1,141 shares
0.07% of the 13F portfolio, value $54,975.
13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -567 shares
13F-HR 0002019946-25-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 567 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $25,793.
13F-HR 0002019946-24-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).