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Disclosery

&PARTNERS: FDVV position timeline

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

&PARTNERS held 173,197 FDVV 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 173,197 shares
    Change vs previous 13F +3,327 shares

    0.04% of the 13F portfolio, value $9,948,831.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 169,870 shares
    Change vs previous 13F +22,664 shares

    0.05% of the 13F portfolio, value $9,309,385.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 147,206 shares
    Change vs previous 13F +90,983 shares

    0.05% of the 13F portfolio, value $8,743,831.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 56,223 shares
    Change vs previous 13F +41,387 shares

    0.02% of the 13F portfolio, value $3,132,160.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 14,836 shares
    Change vs previous 13F -1,544 shares

    0.01% of the 13F portfolio, value $771,745.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 16,380 shares
    Change vs previous 13F +713 shares

    0.01% of the 13F portfolio, value $804,572.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 15,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $790,534.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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