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HMV Wealth Advisors, LLC: DFIV position timeline

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

HMV Wealth Advisors, LLC held 129,106 DFIV 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 129,106 shares
    Change vs previous 13F -2,201 shares

    2.72% of the 13F portfolio, value $6,974,299.

    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 131,307 shares
    Change vs previous 13F -3,788 shares

    3.26% of the 13F portfolio, value $6,930,357.

    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 135,095 shares
    Change vs previous 13F +1,289 shares

    3.37% of the 13F portfolio, value $6,741,255.

    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 133,806 shares
    Change vs previous 13F +123 shares

    3.39% of the 13F portfolio, value $6,171,113.

    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 133,683 shares
    Change vs previous 13F +4,565 shares

    3.75% of the 13F portfolio, value $5,725,637.

    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 129,118 shares
    Change vs previous 13F +4,673 shares

    4.03% of the 13F portfolio, value $5,082,083.

    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 124,445 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $4,415,309.

    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).