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Mutual Advisors, LLC: FVD position timeline

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

Mutual Advisors, LLC held 143,471 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,471 shares
    Change vs previous 13F +12,048 shares

    0.13% of the 13F portfolio, value $6,912,431.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 131,423 shares
    Change vs previous 13F +10,870 shares

    0.13% of the 13F portfolio, value $6,180,809.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 120,553 shares
    Change vs previous 13F +445 shares

    0.12% of the 13F portfolio, value $5,555,079.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 120,108 shares
    Change vs previous 13F +3,907 shares

    0.12% of the 13F portfolio, value $5,538,160.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 116,201 shares
    Change vs previous 13F +13,663 shares

    0.13% of the 13F portfolio, value $5,335,965.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 102,538 shares
    Change vs previous 13F +7,511 shares

    0.13% of the 13F portfolio, value $4,440,900.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 95,027 shares
    Change vs previous 13F +7,585 shares

    0.12% of the 13F portfolio, value $4,179,296.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 87,442 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,961,137.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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