Skip to content
Disclosery

HMV Wealth Advisors, LLC: DFUS position timeline

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

HMV Wealth Advisors, LLC held 45,870 DFUS 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 45,870 shares
    Change vs previous 13F +40,600 shares

    1.46% of the 13F portfolio, value $3,758,588.

    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 5,270 shares
    Change vs previous 13F -1,025 shares

    0.18% of the 13F portfolio, value $373,696.

    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 6,295 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $466,900.

    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 6,295 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $456,010.

    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 6,295 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $421,891.

    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 6,295 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $380,722.

    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).