Ownership history in Towerpoint Wealth, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in FIRST TR VALUE LINE DIVID IN (FVD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 143,677 | +4,760 | +3.4% | 2.62% | $6.6M | $46.08 |
| 2025 Q3 | ADDED | 138,917 | +7,012 | +5.3% | 2.63% | $6.4M | $45.92 |
| 2025 Q2 | ADDED | 131,905 | +4,303 | +3.4% | 2.61% | $5.9M | $44.15 |
| 2025 Q1 | ADDED | 127,602 | +2,814 | +2.3% | 2.82% | $5.7M | $43.79 |
| 2024 Q4 | ADDED | 124,788 | +1,386 | +1.1% | 2.67% | $5.4M | $42.60 |
| 2024 Q3 | REDUCED | 123,402 | -4,280 | -3.4% | 2.66% | $5.6M | $44.14 |
| 2024 Q2 | ADDED | 127,682 | +3,935 | +3.2% | 2.60% | $5.2M | $39.34 |
| 2024 Q1 | REDUCED | 123,747 | -1,372 | -1.1% | 2.63% | $5.2M | $40.49 |
| 2023 Q4 | ADDED | 125,119 | +8 | +0.0% | 2.77% | $5.1M | $38.71 |
| 2023 Q3 | REDUCED | 125,111 | -6,206 | -4.7% | 2.78% | $4.7M | $35.43 |
As of 2025 Q4 — sorted by position size