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Disclosery

VANCE WEALTH, LLC: DFIS position timeline

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

VANCE WEALTH, LLC held 106,965 DFIS 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 106,965 shares
    Change vs previous 13F +24,471 shares

    0.84% of the 13F portfolio, value $3,746,975.

    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 82,494 shares
    Change vs previous 13F +22,458 shares

    0.8% of the 13F portfolio, value $2,777,560.

    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 60,036 shares
    Change vs previous 13F +2,392 shares

    0.59% of the 13F portfolio, value $1,977,574.

    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 57,644 shares
    Change vs previous 13F +11,722 shares

    0.56% of the 13F portfolio, value $1,823,295.

    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 45,922 shares
    Change vs previous 13F -7,063 shares

    0.46% of the 13F portfolio, value $1,370,327.

    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 52,985 shares
    Change vs previous 13F +10,706 shares

    0.51% of the 13F portfolio, value $1,369,145.

    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 42,279 shares
    Change vs previous 13F +5,430 shares

    0.4% of the 13F portfolio, value $1,038,173.

    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 36,849 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $988,659.

    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).