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
- period ended2026-06-3013F 168,530 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 184,640 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 176,310 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 180,242 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 180,577 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 162,717 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 162,038 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).