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Disclosery

VANCE WEALTH, LLC: DFLV position timeline

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

VANCE WEALTH, LLC held 235,682 DFLV 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 235,682 shares
    Change vs previous 13F +8,376 shares

    2.1% of the 13F portfolio, value $9,318,877.

    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 227,306 shares
    Change vs previous 13F +28,939 shares

    2.34% of the 13F portfolio, value $8,117,104.

    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 198,367 shares
    Change vs previous 13F +28,394 shares

    2.02% of the 13F portfolio, value $6,786,142.

    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 169,973 shares
    Change vs previous 13F +14,500 shares

    1.72% of the 13F portfolio, value $5,592,128.

    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 155,473 shares
    Change vs previous 13F +101,410 shares

    1.63% of the 13F portfolio, value $4,822,788.

    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 54,063 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,652,706.

    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).