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SpringVest Wealth Management LLC: DFAS position timeline

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

SpringVest Wealth Management LLC held 15,034 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,034 shares
    Change vs previous 13F -156 shares

    0.78% of the 13F portfolio, value $1,237,914.

    13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management 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 15,190 shares
    Change vs previous 13F -285 shares

    0.74% of the 13F portfolio, value $1,080,474.

    13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management 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 15,475 shares
    Change vs previous 13F +1,072 shares

    0.75% of the 13F portfolio, value $1,078,124.

    13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management 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 14,403 shares
    Change vs previous 13F -32 shares

    0.73% of the 13F portfolio, value $986,032.

    13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management 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 14,435 shares
    Change vs previous 13F -3,434 shares

    0.74% of the 13F portfolio, value $919,678.

    13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management 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 17,869 shares
    Change vs previous 13F -648 shares

    0.89% of the 13F portfolio, value $1,067,694.

    13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management 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 18,517 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,205,092.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).