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Disclosery

VANCE WEALTH, LLC: DFAX position timeline

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

VANCE WEALTH, LLC held 1,112,424 DFAX 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 1,112,424 shares
    Change vs previous 13F +796 shares

    9.24% of the 13F portfolio, value $40,981,706.

    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 1,111,628 shares
    Change vs previous 13F -19,347 shares

    10.91% of the 13F portfolio, value $37,762,017.

    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 1,130,975 shares
    Change vs previous 13F +23,184 shares

    10.99% of the 13F portfolio, value $37,016,801.

    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 1,107,791 shares
    Change vs previous 13F +88 shares

    10.69% of the 13F portfolio, value $34,762,483.

    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 1,107,703 shares
    Change vs previous 13F +13,261 shares

    10.97% of the 13F portfolio, value $32,533,242.

    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 1,094,442 shares
    Change vs previous 13F -19,418 shares

    10.78% of the 13F portfolio, value $28,674,386.

    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 1,113,860 shares
    Change vs previous 13F +13,354 shares

    10.69% of the 13F portfolio, value $27,690,553.

    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 1,100,506 shares
    Change vs previous 13F not available

    11.25% of the 13F portfolio, value $29,724,678.

    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).