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HMV Wealth Advisors, LLC: DFEM position timeline

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

HMV Wealth Advisors, LLC held 367,572 DFEM 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 367,572 shares
    Change vs previous 13F +23,020 shares

    5.82% of the 13F portfolio, value $14,938,139.

    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 344,552 shares
    Change vs previous 13F +27,451 shares

    5.59% of the 13F portfolio, value $11,904,264.

    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 317,101 shares
    Change vs previous 13F +40,046 shares

    5.25% of the 13F portfolio, value $10,489,716.

    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 277,055 shares
    Change vs previous 13F +53,997 shares

    4.89% of the 13F portfolio, value $8,885,148.

    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 223,058 shares
    Change vs previous 13F +44,117 shares

    4.34% of the 13F portfolio, value $6,620,353.

    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 178,941 shares
    Change vs previous 13F +100,286 shares

    3.76% of the 13F portfolio, value $4,734,768.

    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 78,655 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,059,974.

    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).