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Prime Capital Investment Advisors, LLC: FDVV position timeline

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

Prime Capital Investment Advisors, LLC held 280,456 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,456 shares
    Change vs previous 13F -9,797 shares

    0.16% of the 13F portfolio, value $16,908,722.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment 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 290,253 shares
    Change vs previous 13F -8,870 shares

    0.19% of the 13F portfolio, value $16,033,577.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment 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 299,123 shares
    Change vs previous 13F -89 shares

    0.21% of the 13F portfolio, value $16,957,299.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment Advisors, 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 299,212 shares
    Change vs previous 13F -1,262 shares

    0.21% of the 13F portfolio, value $16,669,110.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment Advisors, 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 300,474 shares
    Change vs previous 13F -125,742 shares

    0.21% of the 13F portfolio, value $15,630,661.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, 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 426,216 shares
    Change vs previous 13F +412,765 shares

    0.25% of the 13F portfolio, value $21,140,328.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, 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 13,451 shares
    Change vs previous 13F -2,079 shares

    0.01% of the 13F portfolio, value $671,743.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, 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 15,530 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $786,612.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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