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Disclosery

SHP Wealth Management: FDVV position timeline

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

SHP Wealth Management held 210,776 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,776 shares
    Change vs previous 13F +7,694 shares

    0.87% of the 13F portfolio, value $12,707,681.

    13F-HR 0001807060-26-000005 filed by SHP Wealth Management
    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 203,082 shares
    Change vs previous 13F +10,221 shares

    0.85% of the 13F portfolio, value $11,218,283.

    13F-HR 0001807060-26-000003 filed by SHP Wealth Management
    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 192,861 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $10,933,340.

    13F-HR 0001807060-26-000002 filed by SHP Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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