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Plus Group Wealth Advisors LLC: FCVT position timeline

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

Plus Group Wealth Advisors LLC held 26,767 FCVT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,767 shares
    Change vs previous 13F +721 shares

    1.35% of the 13F portfolio, value $1,439,411.

    13F-HR 0002109515-26-000003 filed by Plus Group Wealth 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 26,046 shares
    Change vs previous 13F +119 shares

    1.27% of the 13F portfolio, value $1,150,634.

    13F-HR 0002109515-26-000002 filed by Plus Group Wealth 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 25,927 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,115,763.

    13F-HR 0002109515-26-000001 filed by Plus Group Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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