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Disclosery

VANCE WEALTH, LLC: DFAT position timeline

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

VANCE WEALTH, LLC held 167,087 DFAT 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 167,087 shares
    Change vs previous 13F +711 shares

    2.63% of the 13F portfolio, value $11,679,357.

    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 166,376 shares
    Change vs previous 13F +2,530 shares

    3% of the 13F portfolio, value $10,390,179.

    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 163,846 shares
    Change vs previous 13F +6,278 shares

    2.9% of the 13F portfolio, value $9,755,381.

    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 157,568 shares
    Change vs previous 13F +1,696 shares

    2.82% of the 13F portfolio, value $9,172,018.

    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 155,872 shares
    Change vs previous 13F +14,801 shares

    2.84% of the 13F portfolio, value $8,410,851.

    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 141,071 shares
    Change vs previous 13F +130,597 shares

    2.73% of the 13F portfolio, value $7,263,744.

    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 10,474 shares
    Change vs previous 13F -2,629 shares

    0.23% of the 13F portfolio, value $582,974.

    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 13,103 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $728,901.

    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).