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HMV Wealth Advisors, LLC: DFAC position timeline

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

HMV Wealth Advisors, LLC held 168,530 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,530 shares
    Change vs previous 13F -16,110 shares

    2.91% of the 13F portfolio, value $7,475,991.

    13F-HR 0002054904-26-000003 filed by HMV Wealth Advisors, 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 184,640 shares
    Change vs previous 13F +8,330 shares

    3.37% of the 13F portfolio, value $7,175,110.

    13F-HR 0002054904-26-000001 filed by HMV Wealth Advisors, 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 176,310 shares
    Change vs previous 13F -3,932 shares

    3.49% of the 13F portfolio, value $6,980,113.

    13F-HR 0001725547-26-000034 filed by HMV Wealth Advisors, LLC
    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 180,242 shares
    Change vs previous 13F -335 shares

    3.82% of the 13F portfolio, value $6,951,934.

    13F-HR 0001725547-25-004112 filed by HMV Wealth Advisors, LLC
    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 180,577 shares
    Change vs previous 13F +17,860 shares

    4.24% of the 13F portfolio, value $6,471,880.

    13F-HR 0001725547-25-003532 filed by HMV Wealth Advisors, LLC
    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 162,717 shares
    Change vs previous 13F +679 shares

    4.26% of the 13F portfolio, value $5,368,034.

    13F-HR 0001725547-25-001415 filed by HMV Wealth Advisors, LLC
    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 162,038 shares
    Change vs previous 13F not available

    5.61% of the 13F portfolio, value $5,604,894.

    13F-HR 0001725547-25-000859 filed by HMV Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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