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MWA Asset Management: FDVV position timeline

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

MWA Asset Management held 4,793 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,793 shares
    Change vs previous 13F -405 shares

    0.13% of the 13F portfolio, value $288,988.

    13F-HR 0001903058-26-000007 filed by MWA Asset Management
    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/A 5,198 shares
    Change vs previous 13F -40 shares

    0.16% of the 13F portfolio, value $287,153.

    13F-HR/A 0001903058-26-000006 filed by MWA Asset Management
    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 5,238 shares
    Change vs previous 13F -60 shares

    0.17% of the 13F portfolio, value $296,968.

    13F-HR 0001903058-26-000001 filed by MWA Asset Management
    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 5,298 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $295,175.

    13F-HR 0001903058-25-000005 filed by MWA Asset Management
    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 5,298 shares
    Change vs previous 13F -250 shares

    0.17% of the 13F portfolio, value $275,626.

    13F-HR 0001085146-25-004939 filed by MWA Asset Management
    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 5,548 shares
    Change vs previous 13F -375 shares

    0.19% of the 13F portfolio, value $275,196.

    13F-HR 0001085146-25-002878 filed by MWA Asset Management
    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 5,923 shares
    Change vs previous 13F -3,510 shares

    0.2% of the 13F portfolio, value $295,817.

    13F-HR 0001085146-25-000545 filed by MWA Asset Management
    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 9,433 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $477,809.

    13F-HR 0001085146-24-005477 filed by MWA Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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