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Disclosery

Destiny Wealth Partners, LLC: VLUE position timeline

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

Destiny Wealth Partners, LLC held 1,311 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,311 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $250,585.

    13F-HR 0001844369-26-000005 filed by Destiny Wealth Partners, LLC
    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 1,316 shares
    Change vs previous 13F -126 shares

    0.02% of the 13F portfolio, value $187,122.

    13F-HR 0001844369-26-000004 filed by Destiny Wealth Partners, LLC
    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 1,442 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $208,730.

    13F-HR 0001844369-26-000002 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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