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Onyx Financial Advisors, LLC: FDVV position timeline

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

Onyx Financial Advisors, LLC held 21,061 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,061 shares
    Change vs previous 13F +2,633 shares

    0.46% of the 13F portfolio, value $1,269,768.

    13F-HR 0001957840-26-000004 filed by Onyx Financial 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 18,428 shares
    Change vs previous 13F +2,577 shares

    0.42% of the 13F portfolio, value $1,017,963.

    13F-HR 0001957840-26-000003 filed by Onyx Financial 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 15,851 shares
    Change vs previous 13F -731 shares

    0.38% of the 13F portfolio, value $898,593.

    13F-HR 0001957840-26-000001 filed by Onyx Financial 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 16,582 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $923,783.

    13F-HR 0001957840-25-000002 filed by Onyx Financial 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 16,582 shares
    Change vs previous 13F +58 shares

    0.41% of the 13F portfolio, value $862,596.

    13F-HR 0001085146-25-003993 filed by Onyx Financial 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 16,524 shares
    Change vs previous 13F +28 shares

    0.43% of the 13F portfolio, value $819,590.

    13F-HR 0001085146-25-002287 filed by Onyx Financial 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 16,496 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $823,810.

    13F-HR 0001085146-25-000284 filed by Onyx Financial 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 16,496 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $835,522.

    13F-HR 0001085146-24-005062 filed by Onyx Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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