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Priebe Wealth Holdings LLC: FDV position timeline

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

Priebe Wealth Holdings LLC held 39,775 FDV shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 39,775 shares
    Change vs previous 13F -2,450 shares

    0.95% of the 13F portfolio, value $1,092,222.

    13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 42,225 shares
    Change vs previous 13F -8,200 shares

    0.74% of the 13F portfolio, value $1,189,056.

    13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 50,425 shares
    Change vs previous 13F +25,100 shares

    0.91% of the 13F portfolio, value $1,341,305.

    13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 25,325 shares
    Change vs previous 13F +1,600 shares

    0.51% of the 13F portfolio, value $706,811.

    13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 23,725 shares
    Change vs previous 13F +500 shares

    0.47% of the 13F portfolio, value $589,429.

    13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 23,225 shares
    Change vs previous 13F +1,200 shares

    0.46% of the 13F portfolio, value $587,128.

    13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 22,025 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $528,820.

    13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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