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Slagle Financial, LLC: FDVV position timeline

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

Slagle Financial, LLC held 66,478 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,478 shares
    Change vs previous 13F +4,987 shares

    1.2% of the 13F portfolio, value $4,007,947.

    13F-HR 0001984918-26-000009 filed by Slagle Financial, 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 61,491 shares
    Change vs previous 13F +6,435 shares

    1.12% of the 13F portfolio, value $3,396,766.

    13F-HR 0001984918-26-000005 filed by Slagle Financial, 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 55,056 shares
    Change vs previous 13F +4,274 shares

    1.09% of the 13F portfolio, value $3,121,098.

    13F-HR 0001984918-26-000003 filed by Slagle Financial, 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 50,782 shares
    Change vs previous 13F +4,395 shares

    1.04% of the 13F portfolio, value $2,829,043.

    13F-HR 0001984918-25-000004 filed by Slagle Financial, 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 46,387 shares
    Change vs previous 13F -64,157 shares

    0.97% of the 13F portfolio, value $2,413,046.

    13F-HR 0001085146-25-004764 filed by Slagle Financial, 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 110,544 shares
    Change vs previous 13F +17,158 shares

    2.43% of the 13F portfolio, value $5,482,985.

    13F-HR 0001085146-25-002487 filed by Slagle Financial, 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 93,386 shares
    Change vs previous 13F +7,725 shares

    2.1% of the 13F portfolio, value $4,663,695.

    13F-HR 0001085146-25-001039 filed by Slagle Financial, 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 85,661 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $4,338,736.

    13F-HR 0001085146-24-005259 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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