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Solano Wealth Investment Advisors LLC: FVD position timeline

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

Solano Wealth Investment Advisors LLC held 372,837 FVD 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 372,837 shares
    Change vs previous 13F -17,555 shares

    8.17% of the 13F portfolio, value $17,963,322.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment Advisors 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 390,392 shares
    Change vs previous 13F +15,812 shares

    9.15% of the 13F portfolio, value $18,360,139.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment Advisors 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 374,580 shares
    Change vs previous 13F +5,540 shares

    8.55% of the 13F portfolio, value $17,260,625.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment Advisors 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 369,040 shares
    Change vs previous 13F +16,220 shares

    8.23% of the 13F portfolio, value $17,064,455.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment Advisors 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 352,820 shares
    Change vs previous 13F +152,534 shares

    8.09% of the 13F portfolio, value $15,771,080.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment Advisors 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 200,286 shares
    Change vs previous 13F +148,759 shares

    5.53% of the 13F portfolio, value $8,930,753.

    13F-HR 0001172661-25-001831 filed by Solano Wealth Investment Advisors 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 51,527 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,248,632.

    13F-HR 0001172661-25-000758 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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