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Westside Investment Management, Inc.: FDVV position timeline

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

Westside Investment Management, Inc. held 37,348 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,348 shares
    Change vs previous 13F +3,469 shares

    0.3% of the 13F portfolio, value $2,251,734.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 33,879 shares
    Change vs previous 13F +2,368 shares

    0.29% of the 13F portfolio, value $1,871,502.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 31,511 shares
    Change vs previous 13F +3,863 shares

    0.29% of the 13F portfolio, value $1,786,413.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,648 shares
    Change vs previous 13F +1,674 shares

    0.25% of the 13F portfolio, value $1,540,279.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,974 shares
    Change vs previous 13F +3,510 shares

    0.25% of the 13F portfolio, value $1,351,184.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 22,464 shares
    Change vs previous 13F +3,901 shares

    0.24% of the 13F portfolio, value $1,114,242.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,563 shares
    Change vs previous 13F +4,301 shares

    0.2% of the 13F portfolio, value $927,066.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,262 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $722,396.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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