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Wisconsin Wealth Advisors, LLC: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wisconsin Wealth Advisors, LLC on FVD, newest first. How the timeline and the estimate are built.

Wisconsin Wealth Advisors, LLC held 36,604 FVD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,604 shares
    Change vs previous 13F +605 shares

    1.44% of the 13F portfolio, value $1,717,114.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,999 shares
    Change vs previous 13F +1,343 shares

    1.49% of the 13F portfolio, value $1,734,419.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth Advisors, LLC
    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 34,656 shares
    Change vs previous 13F -124 shares

    1.6% of the 13F portfolio, value $1,629,851.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 34,780 shares
    Change vs previous 13F +2,986 shares

    1.57% of the 13F portfolio, value $1,602,679.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,794 shares
    Change vs previous 13F +16,003 shares

    1.4% of the 13F portfolio, value $1,470,167.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,791 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $705,858.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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