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SpringVest Wealth Management LLC: DFAU position timeline

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

SpringVest Wealth Management LLC held 66,872 DFAU 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 66,872 shares
    Change vs previous 13F +2,525 shares

    2.17% of the 13F portfolio, value $3,456,604.

    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 64,347 shares
    Change vs previous 13F -5,864 shares

    1.98% of the 13F portfolio, value $2,903,332.

    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 70,211 shares
    Change vs previous 13F -58 shares

    2.29% of the 13F portfolio, value $3,285,870.

    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 70,269 shares
    Change vs previous 13F -2,482 shares

    2.36% of the 13F portfolio, value $3,215,500.

    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 72,751 shares
    Change vs previous 13F -22,051 shares

    2.5% of the 13F portfolio, value $3,081,717.

    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 94,802 shares
    Change vs previous 13F -1,253 shares

    3.02% of the 13F portfolio, value $3,644,204.

    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 96,055 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $3,889,249.

    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).