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Archvest Wealth Advisors, Inc.: DFIV position timeline

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

Archvest Wealth Advisors, Inc. held 22,874 DFIV 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 22,874 shares
    Change vs previous 13F +40 shares

    0.71% of the 13F portfolio, value $1,235,661.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, 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 22,834 shares
    Change vs previous 13F -192 shares

    0.78% of the 13F portfolio, value $1,205,203.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, 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/A 23,026 shares
    Change vs previous 13F +174 shares

    0.73% of the 13F portfolio, value $1,148,997.

    13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, 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 22,852 shares
    Change vs previous 13F +837 shares

    0.94% of the 13F portfolio, value $1,053,935.

    13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, 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 22,015 shares
    Change vs previous 13F +379 shares

    0.82% of the 13F portfolio, value $942,914.

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, 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 21,636 shares
    Change vs previous 13F +4,215 shares

    0.7% of the 13F portfolio, value $851,587.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, 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 17,421 shares
    Change vs previous 13F -1,658 shares

    0.45% of the 13F portfolio, value $618,082.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, 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 19,079 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $871,286.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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