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Private Advisor Group, LLC: FDVV position timeline

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

Private Advisor Group, LLC held 537,233 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 537,233 shares
    Change vs previous 13F -42,372 shares

    0.15% of the 13F portfolio, value $32,389,812.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 579,605 shares
    Change vs previous 13F +97,310 shares

    0.15% of the 13F portfolio, value $32,017,395.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 482,295 shares
    Change vs previous 13F +82,882 shares

    0.13% of the 13F portfolio, value $27,341,265.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 399,413 shares
    Change vs previous 13F +291,754 shares

    0.11% of the 13F portfolio, value $22,251,330.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 107,659 shares
    Change vs previous 13F +11,082 shares

    0.03% of the 13F portfolio, value $5,600,392.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 96,577 shares
    Change vs previous 13F +9,071 shares

    0.03% of the 13F portfolio, value $4,790,239.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 87,506 shares
    Change vs previous 13F +2,628 shares

    0.02% of the 13F portfolio, value $4,370,038.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 84,878 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,299,035.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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