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SpringVest Wealth Management LLC: DUSB position timeline

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

SpringVest Wealth Management LLC held 48,972 DUSB 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 48,972 shares
    Change vs previous 13F +26,655 shares

    1.56% of the 13F portfolio, value $2,486,798.

    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 22,317 shares
    Change vs previous 13F +3,136 shares

    0.77% of the 13F portfolio, value $1,131,695.

    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 19,181 shares
    Change vs previous 13F -2,371 shares

    0.68% of the 13F portfolio, value $971,518.

    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 21,552 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,094,411.

    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).