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Disclosery

Sunbelt Securities, Inc.: FDVV position timeline

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

Sunbelt Securities, Inc. held 45,741 FDVV shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 45,741 shares
    Change vs previous 13F +13,670 shares

    0.16% of the 13F portfolio, value $2,526,719.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 32,071 shares
    Change vs previous 13F +246 shares

    0.12% of the 13F portfolio, value $1,818,131.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 31,825 shares
    Change vs previous 13F +14,892 shares

    0.12% of the 13F portfolio, value $1,772,959.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,933 shares
    Change vs previous 13F -828 shares

    0.07% of the 13F portfolio, value $845,624.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 17,761 shares
    Change vs previous 13F +828 shares

    0.08% of the 13F portfolio, value $880,953.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 16,933 shares
    Change vs previous 13F -18 shares

    0.07% of the 13F portfolio, value $843,761.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 16,951 shares
    Change vs previous 13F +10,343 shares

    0.08% of the 13F portfolio, value $858,550.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 6,608 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $309,104.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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