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Disclosery

VANCE WEALTH, LLC: DFAE position timeline

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

VANCE WEALTH, LLC held 178,912 DFAE 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 178,912 shares
    Change vs previous 13F +35,336 shares

    1.62% of the 13F portfolio, value $7,194,071.

    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 143,576 shares
    Change vs previous 13F +43,796 shares

    1.4% of the 13F portfolio, value $4,861,499.

    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 99,780 shares
    Change vs previous 13F +7,169 shares

    0.97% of the 13F portfolio, value $3,249,850.

    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 92,611 shares
    Change vs previous 13F +25,626 shares

    0.9% of the 13F portfolio, value $2,920,038.

    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 66,985 shares
    Change vs previous 13F -24,704 shares

    0.65% of the 13F portfolio, value $1,939,227.

    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 91,689 shares
    Change vs previous 13F +20,159 shares

    0.89% of the 13F portfolio, value $2,373,839.

    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 71,530 shares
    Change vs previous 13F +5,899 shares

    0.7% of the 13F portfolio, value $1,814,707.

    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 65,631 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,798,946.

    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).