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Prism Advisors, Inc.: FVD position timeline

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

Prism Advisors, Inc. held 33,785 FVD 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 33,785 shares
    Change vs previous 13F -2,892 shares

    0.4% of the 13F portfolio, value $1,608,166.

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

  2. period ended2026-06-30
    13F 36,677 shares
    Change vs previous 13F -491 shares

    0.43% of the 13F portfolio, value $1,767,098.

    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 37,168 shares
    Change vs previous 13F -2,170 shares

    0.47% of the 13F portfolio, value $1,748,011.

    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 39,338 shares
    Change vs previous 13F -38,671 shares

    0.48% of the 13F portfolio, value $1,812,695.

    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 78,009 shares
    Change vs previous 13F -16,905 shares

    0.97% of the 13F portfolio, value $3,607,136.

    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 94,914 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $4,242,656.

    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).