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HMV Wealth Advisors, LLC: DFUV position timeline

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

HMV Wealth Advisors, LLC held 92,514 DFUV 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 92,514 shares
    Change vs previous 13F -1,430 shares

    1.98% of the 13F portfolio, value $5,089,195.

    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 93,944 shares
    Change vs previous 13F +257 shares

    2.14% of the 13F portfolio, value $4,552,520.

    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 93,687 shares
    Change vs previous 13F +2,831 shares

    2.18% of the 13F portfolio, value $4,364,860.

    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 90,856 shares
    Change vs previous 13F -1,212 shares

    2.23% of the 13F portfolio, value $4,060,366.

    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 92,068 shares
    Change vs previous 13F +18,228 shares

    2.55% of the 13F portfolio, value $3,892,647.

    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 73,840 shares
    Change vs previous 13F -2,476 shares

    2.41% of the 13F portfolio, value $3,042,953.

    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 76,316 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $3,122,845.

    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).