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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: DFVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC on DFVX, newest first. How the timeline and the estimate are built.

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held 44,209 DFVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,209 shares
    Change vs previous 13F +1,196 shares

    2.25% of the 13F portfolio, value $3,782,964.

    13F-HR 0002011649-26-000003 filed by UP STRATEGIC WEALTH INVESTMENT 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 43,013 shares
    Change vs previous 13F +2,788 shares

    2.18% of the 13F portfolio, value $3,468,568.

    13F-HR 0002011649-26-000002 filed by UP STRATEGIC WEALTH INVESTMENT 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 40,225 shares
    Change vs previous 13F -4,017 shares

    2.29% of the 13F portfolio, value $3,146,802.

    13F-HR 0002011649-26-000001 filed by UP STRATEGIC WEALTH INVESTMENT 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 44,242 shares
    Change vs previous 13F -24,444 shares

    2.4% of the 13F portfolio, value $3,204,806.

    13F-HR 0002011649-25-000008 filed by UP STRATEGIC WEALTH INVESTMENT 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 68,686 shares
    Change vs previous 13F -2,581 shares

    3.69% of the 13F portfolio, value $4,733,840.

    13F-HR 0002011649-25-000005 filed by UP STRATEGIC WEALTH INVESTMENT 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 71,267 shares
    Change vs previous 13F -12,363 shares

    4.06% of the 13F portfolio, value $4,570,353.

    13F-HR 0002011649-25-000004 filed by UP STRATEGIC WEALTH INVESTMENT 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 83,630 shares
    Change vs previous 13F +3,042 shares

    5.46% of the 13F portfolio, value $5,460,195.

    13F-HR 0002011649-25-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 80,588 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $5,280,489.

    13F-HR 0002011649-24-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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