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Northeast Financial Consultants Inc: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on FVD, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 27,920 FVD shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 27,920 shares
    Change vs previous 13F +160 shares

    0.05% of the 13F portfolio, value $1,248,020.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 27,760 shares
    Change vs previous 13F +162 shares

    0.05% of the 13F portfolio, value $1,237,841.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 27,598 shares
    Change vs previous 13F -2,826 shares

    0.05% of the 13F portfolio, value $1,204,366.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 30,424 shares
    Change vs previous 13F +152 shares

    0.06% of the 13F portfolio, value $1,383,993.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 30,272 shares
    Change vs previous 13F -794 shares

    0.06% of the 13F portfolio, value $1,233,600.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 31,066 shares
    Change vs previous 13F +140 shares

    0.06% of the 13F portfolio, value $1,311,935.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 30,926 shares
    Change vs previous 13F +222 shares

    0.07% of the 13F portfolio, value $1,254,344.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 30,704 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,148,004.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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