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Prentice Wealth Management LLC: FDVV position timeline

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

Prentice Wealth Management LLC held 243,752 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,752 shares
    Change vs previous 13F +7,205 shares

    3.03% of the 13F portfolio, value $14,695,808.

    13F-HR 0001941040-26-000416 filed by Prentice Wealth Management 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 236,547 shares
    Change vs previous 13F -23,699 shares

    2.95% of the 13F portfolio, value $13,066,856.

    13F-HR 0001941040-26-000228 filed by Prentice Wealth Management 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 260,246 shares
    Change vs previous 13F +17,623 shares

    3.37% of the 13F portfolio, value $14,753,320.

    13F-HR 0001941040-26-000061 filed by Prentice Wealth Management 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 242,623 shares
    Change vs previous 13F +4,357 shares

    3.33% of the 13F portfolio, value $13,516,527.

    13F-HR 0001941040-25-000535 filed by Prentice Wealth Management 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 238,266 shares
    Change vs previous 13F +17,878 shares

    3.26% of the 13F portfolio, value $12,394,597.

    13F-HR 0001941040-25-000382 filed by Prentice Wealth Management 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 220,388 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $10,931,245.

    13F-HR 0001941040-25-000212 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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