Formidable Asset Management, LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,120,022 | 89,316 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $1,193,703 | 93,331 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,196,843 | 98,831 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $1,139,521 | 98,831 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,360,988 | 115,632 | Shares | Sole | 2025-02-19 |
| 2024-09-30 | $1,417,299 | 120,724 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,491,041 | 128,465 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,528,157 | 131,442 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,484,395 | 133,961 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,352,727 | 132,436 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $1,401,666 | 122,825 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $1,366,029 | 121,359 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $1,274,223 | 120,058 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,186,767 | 114,658 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,438,161 | 122,572 | Shares | Sole | 2022-08-18 |
| 2022-03-31 | $1,909,178 | 125,206 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $532,158 | 29,606 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $2,410,177 | 137,667 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $2,678,475 | 142,750 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $4,667,645 | 271,288 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $4,398,441 | 273,438 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $535,186 | 39,800 | Shares | Sole | 2020-12-14 |
| 2020-06-30 | $3,094,210 | 242,948 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $2,260,596 | 218,198 | Shares | Sole | 2020-06-01 |