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Performance Wealth Partners, LLC: FDVV position timeline

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

Performance Wealth Partners, LLC held 219,333 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,333 shares
    Change vs previous 13F +37,671 shares

    0.33% of the 13F portfolio, value $13,223,581.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 181,662 shares
    Change vs previous 13F +31,960 shares

    0.29% of the 13F portfolio, value $10,035,029.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 149,702 shares
    Change vs previous 13F +17,965 shares

    0.23% of the 13F portfolio, value $8,486,624.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 131,737 shares
    Change vs previous 13F +24,100 shares

    0.2% of the 13F portfolio, value $7,339,074.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 107,637 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,599,277.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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