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Disclosery

VANCE WEALTH, LLC: DFIV position timeline

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

VANCE WEALTH, LLC held 131,564 DFIV 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 131,564 shares
    Change vs previous 13F +30,314 shares

    1.6% of the 13F portfolio, value $7,107,109.

    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 101,250 shares
    Change vs previous 13F +30,506 shares

    1.54% of the 13F portfolio, value $5,343,988.

    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 70,744 shares
    Change vs previous 13F +5,404 shares

    1.05% of the 13F portfolio, value $3,530,138.

    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 65,340 shares
    Change vs previous 13F +13,094 shares

    0.93% of the 13F portfolio, value $3,013,503.

    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 52,246 shares
    Change vs previous 13F -10,444 shares

    0.75% of the 13F portfolio, value $2,237,678.

    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 62,690 shares
    Change vs previous 13F +11,949 shares

    0.93% of the 13F portfolio, value $2,467,462.

    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 50,741 shares
    Change vs previous 13F +7,594 shares

    0.7% of the 13F portfolio, value $1,800,299.

    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 43,147 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,643,042.

    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).