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Disclosery

Waterloo Capital, L.P.: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on FVD, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 39,748 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 39,748 shares
    Change vs previous 13F +3,709 shares

    0.11% of the 13F portfolio, value $1,915,077.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 36,039 shares
    Change vs previous 13F -167 shares

    0.12% of the 13F portfolio, value $1,694,901.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 36,206 shares
    Change vs previous 13F +88 shares

    0.12% of the 13F portfolio, value $1,668,379.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 36,118 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $1,670,090.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 36,117 shares
    Change vs previous 13F -2,582 shares

    0.13% of the 13F portfolio, value $1,614,436.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 38,699 shares
    Change vs previous 13F +2,316 shares

    0.16% of the 13F portfolio, value $1,725,602.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 36,383 shares
    Change vs previous 13F -1,109 shares

    0.17% of the 13F portfolio, value $1,587,741.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 37,492 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,705,500.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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