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Plus Group Wealth Advisors LLC: FDVV position timeline

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

Plus Group Wealth Advisors LLC held 12,383 FDVV 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 12,383 shares
    Change vs previous 13F +162 shares

    0.7% of the 13F portfolio, value $746,567.

    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 12,221 shares
    Change vs previous 13F +892 shares

    0.74% of the 13F portfolio, value $675,070.

    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 11,329 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $642,237.

    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).