Skip to content
Disclosery

Wayfinding Financial, LLC: FDVV position timeline

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

Wayfinding Financial, LLC held 113,541 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,541 shares
    Change vs previous 13F -5,543 shares

    2.59% of the 13F portfolio, value $6,845,000.

    13F-HR 0001898131-26-000003 filed by Wayfinding 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 119,084 shares
    Change vs previous 13F -1,102 shares

    2.86% of the 13F portfolio, value $6,578,000.

    13F-HR 0001898131-26-000002 filed by Wayfinding 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 120,186 shares
    Change vs previous 13F -1,245 shares

    2.88% of the 13F portfolio, value $6,813,000.

    13F-HR 0001898131-26-000001 filed by Wayfinding 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 121,431 shares
    Change vs previous 13F -377 shares

    2.91% of the 13F portfolio, value $6,764,000.

    13F-HR 0001898131-25-000005 filed by Wayfinding 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 121,808 shares
    Change vs previous 13F -1,618 shares

    2.92% of the 13F portfolio, value $6,538,000.

    13F-HR 0001898131-25-000002 filed by Wayfinding 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 123,426 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $6,121,000.

    13F-HR 0001898131-25-000001 filed by Wayfinding Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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