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Disclosery

PKS Advisory Services, LLC: FDVV position timeline

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

PKS Advisory Services, LLC held 7,748 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,748 shares
    Change vs previous 13F -165 shares

    0.07% of the 13F portfolio, value $467,059.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 7,913 shares
    Change vs previous 13F +311 shares

    0.1% of the 13F portfolio, value $437,095.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 7,602 shares
    Change vs previous 13F +414 shares

    0.1% of the 13F portfolio, value $430,980.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 7,188 shares
    Change vs previous 13F +1,336 shares

    0.08% of the 13F portfolio, value $400,462.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 5,852 shares
    Change vs previous 13F +780 shares

    0.08% of the 13F portfolio, value $304,409.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 5,072 shares
    Change vs previous 13F +664 shares

    0.07% of the 13F portfolio, value $251,585.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 4,408 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $220,183.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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