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VICTORY FINANCIAL GROUP, LLC: FDVV position timeline

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

VICTORY FINANCIAL GROUP, LLC held 640,420 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 640,420 shares
    Change vs previous 13F +91,430 shares

    4.06% of the 13F portfolio, value $38,610,939.

    13F-HR 0001754960-26-000656 filed by VICTORY FINANCIAL GROUP, 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 548,990 shares
    Change vs previous 13F +62,644 shares

    3.73% of the 13F portfolio, value $30,326,191.

    13F-HR 0001754960-26-000326 filed by VICTORY FINANCIAL GROUP, 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 486,346 shares
    Change vs previous 13F +28,960 shares

    3.47% of the 13F portfolio, value $27,570,958.

    13F-HR 0001754960-26-000080 filed by VICTORY FINANCIAL GROUP, 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 457,386 shares
    Change vs previous 13F +7,046 shares

    3.51% of the 13F portfolio, value $25,499,260.

    13F-HR 0001754960-25-000796 filed by VICTORY FINANCIAL GROUP, 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 450,340 shares
    Change vs previous 13F +42,575 shares

    3.72% of the 13F portfolio, value $23,426,687.

    13F-HR 0001754960-25-000601 filed by VICTORY FINANCIAL GROUP, 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 407,765 shares
    Change vs previous 13F +298,722 shares

    3.84% of the 13F portfolio, value $20,034,630.

    13F-HR 0001754960-25-000293 filed by VICTORY FINANCIAL GROUP, 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 109,043 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $5,445,607.

    13F-HR 0001754960-25-000127 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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