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Archvest Wealth Advisors, Inc.: DXUV position timeline

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

Archvest Wealth Advisors, Inc. held 13,175 DXUV 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 13,175 shares
    Change vs previous 13F +45 shares

    0.51% of the 13F portfolio, value $876,138.

    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 13,130 shares
    Change vs previous 13F +542 shares

    0.5% of the 13F portfolio, value $779,266.

    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 12,588 shares
    Change vs previous 13F +521 shares

    0.48% of the 13F portfolio, value $752,511.

    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 12,067 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $705,195.

    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).