Skip to content
Disclosery

HMV Wealth Advisors, LLC: DFAX position timeline

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

HMV Wealth Advisors, LLC held 69,293 DFAX 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 69,293 shares
    Change vs previous 13F -3,785 shares

    0.99% of the 13F portfolio, value $2,552,754.

    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 73,078 shares
    Change vs previous 13F -4,585 shares

    1.17% of the 13F portfolio, value $2,482,460.

    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 77,663 shares
    Change vs previous 13F -220 shares

    1.27% of the 13F portfolio, value $2,541,910.

    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 77,883 shares
    Change vs previous 13F -650 shares

    1.34% of the 13F portfolio, value $2,443,969.

    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 78,533 shares
    Change vs previous 13F -130 shares

    1.51% of the 13F portfolio, value $2,306,514.

    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 78,663 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $2,060,971.

    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 78,663 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $1,955,562.

    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).