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HMV Wealth Advisors, LLC: DFAT position timeline

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

HMV Wealth Advisors, LLC held 221,622 DFAT 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 221,622 shares
    Change vs previous 13F +55 shares

    6.03% of the 13F portfolio, value $15,491,378.

    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 221,567 shares
    Change vs previous 13F -3,475 shares

    6.5% of the 13F portfolio, value $13,836,859.

    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 225,042 shares
    Change vs previous 13F -365 shares

    6.7% of the 13F portfolio, value $13,399,001.

    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 225,407 shares
    Change vs previous 13F -5,290 shares

    7.22% of the 13F portfolio, value $13,120,941.

    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 230,697 shares
    Change vs previous 13F +65,500 shares

    8.16% of the 13F portfolio, value $12,448,410.

    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 165,197 shares
    Change vs previous 13F +65,820 shares

    6.75% of the 13F portfolio, value $8,505,994.

    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 99,377 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $5,531,324.

    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).