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Whitaker-Myers Wealth Managers, LTD.: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on FVD, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 26,153 FVD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,153 shares
    Change vs previous 13F -4,566 shares

    0.2% of the 13F portfolio, value $1,226,829.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,719 shares
    Change vs previous 13F -2,817 shares

    0.25% of the 13F portfolio, value $1,480,062.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,536 shares
    Change vs previous 13F -3,855 shares

    0.31% of the 13F portfolio, value $1,577,205.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,391 shares
    Change vs previous 13F -3,581 shares

    0.36% of the 13F portfolio, value $1,722,960.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,972 shares
    Change vs previous 13F -3,143 shares

    0.41% of the 13F portfolio, value $1,894,565.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 44,115 shares
    Change vs previous 13F -2,804 shares

    0.5% of the 13F portfolio, value $1,971,945.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 46,919 shares
    Change vs previous 13F -519 shares

    0.59% of the 13F portfolio, value $2,092,109.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 47,438 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,070,213.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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