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Sculati Wealth Management, LLC: FDVV position timeline

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

Sculati Wealth Management, LLC held 186,220 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,220 shares
    Change vs previous 13F +1,100 shares

    3.86% of the 13F portfolio, value $11,575,435.

    13F-HR 0001803397-26-000008 filed by Sculati Wealth Management, 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 185,120 shares
    Change vs previous 13F +5,586 shares

    3.77% of the 13F portfolio, value $10,226,029.

    13F-HR 0001803397-26-000004 filed by Sculati Wealth Management, 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 179,534 shares
    Change vs previous 13F +14,178 shares

    3.59% of the 13F portfolio, value $10,177,782.

    13F-HR 0001803397-26-000002 filed by Sculati Wealth Management, 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 165,356 shares
    Change vs previous 13F +29,354 shares

    3.25% of the 13F portfolio, value $9,211,983.

    13F-HR 0001803397-25-000008 filed by Sculati Wealth Management, 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 136,002 shares
    Change vs previous 13F +129,126 shares

    2.66% of the 13F portfolio, value $7,074,824.

    13F-HR 0001803397-25-000005 filed by Sculati Wealth Management, 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 6,876 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $341,050.

    13F-HR 0001803397-25-000004 filed by Sculati Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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