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Pathway Financial Advisers, LLC: FDVV position timeline

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

Pathway Financial Advisers, LLC held 132,384 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,384 shares
    Change vs previous 13F -1,309 shares

    2.01% of the 13F portfolio, value $7,981,404.

    13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, 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 133,693 shares
    Change vs previous 13F +1,694 shares

    2.09% of the 13F portfolio, value $7,385,226.

    13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, 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 131,999 shares
    Change vs previous 13F +856 shares

    2.17% of the 13F portfolio, value $7,483,022.

    13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, 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 131,143 shares
    Change vs previous 13F +79,575 shares

    2.13% of the 13F portfolio, value $7,294,182.

    13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, 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 51,568 shares
    Change vs previous 13F +2,685 shares

    0.87% of the 13F portfolio, value $2,682,582.

    13F-HR 0002024152-25-000003 filed by Pathway Financial Advisers, 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 48,883 shares
    Change vs previous 13F +599 shares

    0.83% of the 13F portfolio, value $2,424,594.

    13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, 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 48,284 shares
    Change vs previous 13F -907 shares

    0.81% of the 13F portfolio, value $2,411,263.

    13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, 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/A 49,191 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,491,516.

    13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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