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Powers Advisory Group, LLC: FDVV position timeline

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

Powers Advisory Group, LLC held 156,160 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,160 shares
    Change vs previous 13F +15,430 shares

    2.95% of the 13F portfolio, value $9,414,859.

    13F-HR 0002085853-26-000918 filed by Powers Advisory Group, 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 140,730 shares
    Change vs previous 13F +24,856 shares

    2.74% of the 13F portfolio, value $7,773,898.

    13F-HR 0002085853-26-000444 filed by Powers Advisory Group, 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 115,874 shares
    Change vs previous 13F +18,873 shares

    2.47% of the 13F portfolio, value $6,568,886.

    13F-HR 0002085853-26-000066 filed by Powers Advisory Group, 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 97,001 shares
    Change vs previous 13F +42,213 shares

    2.15% of the 13F portfolio, value $5,403,932.

    13F-HR 0002085853-25-000134 filed by Powers Advisory Group, 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 54,788 shares
    Change vs previous 13F +31,517 shares

    1.25% of the 13F portfolio, value $2,850,048.

    13F-HR 0001667731-25-000867 filed by Powers Advisory Group, 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 23,271 shares
    Change vs previous 13F +6,464 shares

    0.55% of the 13F portfolio, value $1,154,235.

    13F-HR 0001667731-25-000435 filed by Powers Advisory Group, 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 16,807 shares
    Change vs previous 13F +1,030 shares

    0.42% of the 13F portfolio, value $839,331.

    13F-HR 0001667731-25-000106 filed by Powers Advisory Group, 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 15,777 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $799,080.

    13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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