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SpringVest Wealth Management LLC: DFSD position timeline

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

SpringVest Wealth Management LLC held 125,853 DFSD 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 125,853 shares
    Change vs previous 13F +18,771 shares

    3.78% of the 13F portfolio, value $6,009,490.

    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 107,082 shares
    Change vs previous 13F +27,279 shares

    3.5% of the 13F portfolio, value $5,127,092.

    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 79,803 shares
    Change vs previous 13F +1,023 shares

    2.67% of the 13F portfolio, value $3,826,571.

    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 78,780 shares
    Change vs previous 13F +30,897 shares

    2.79% of the 13F portfolio, value $3,796,387.

    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 47,883 shares
    Change vs previous 13F +16,364 shares

    1.86% of the 13F portfolio, value $2,298,884.

    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 31,519 shares
    Change vs previous 13F +6,254 shares

    1.24% of the 13F portfolio, value $1,497,783.

    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 25,265 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,184,423.

    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).