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Prism Advisors, Inc.: FVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prism Advisors, Inc. on FVAL, newest first. How the timeline and the estimate are built.

Prism Advisors, Inc. held 33,185 FVAL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,185 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $2,725,484.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,185 shares
    Change vs previous 13F -7 shares

    0.63% of the 13F portfolio, value $2,586,253.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,192 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,303,593.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,192 shares
    Change vs previous 13F -48,338 shares

    0.64% of the 13F portfolio, value $2,398,857.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 81,530 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $5,615,038.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 81,530 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $5,207,383.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 81,530 shares
    Change vs previous 13F -11,070 shares

    1.49% of the 13F portfolio, value $4,858,373.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 92,600 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $5,697,039.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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