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Disclosery

VANCE WEALTH, LLC: DFAC position timeline

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

VANCE WEALTH, LLC held 2,006,543 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,006,543 shares
    Change vs previous 13F +47,588 shares

    20.06% of the 13F portfolio, value $89,010,248.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 1,958,955 shares
    Change vs previous 13F +53,163 shares

    21.99% of the 13F portfolio, value $76,124,975.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 1,905,792 shares
    Change vs previous 13F +84,970 shares

    22.41% of the 13F portfolio, value $75,450,313.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 1,820,822 shares
    Change vs previous 13F +72,840 shares

    21.59% of the 13F portfolio, value $70,229,105.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 1,747,982 shares
    Change vs previous 13F +67,532 shares

    21.13% of the 13F portfolio, value $62,647,682.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 1,680,450 shares
    Change vs previous 13F +49,230 shares

    20.84% of the 13F portfolio, value $55,438,037.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 1,631,220 shares
    Change vs previous 13F -38,188 shares

    21.79% of the 13F portfolio, value $56,423,916.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 1,669,408 shares
    Change vs previous 13F not available

    21.67% of the 13F portfolio, value $57,243,998.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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