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Disclosery

VANCE WEALTH, LLC: DFSV position timeline

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

VANCE WEALTH, LLC held 103,236 DFSV 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 103,236 shares
    Change vs previous 13F +5,445 shares

    0.9% of the 13F portfolio, value $4,004,514.

    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 97,791 shares
    Change vs previous 13F +11,085 shares

    0.99% of the 13F portfolio, value $3,426,589.

    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 86,706 shares
    Change vs previous 13F +10,996 shares

    0.85% of the 13F portfolio, value $2,851,754.

    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 75,710 shares
    Change vs previous 13F +5,460 shares

    0.74% of the 13F portfolio, value $2,410,607.

    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 70,250 shares
    Change vs previous 13F -3,969 shares

    0.7% of the 13F portfolio, value $2,067,457.

    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 74,219 shares
    Change vs previous 13F -171,535 shares

    0.79% of the 13F portfolio, value $2,089,265.

    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 245,754 shares
    Change vs previous 13F -3,143 shares

    2.92% of the 13F portfolio, value $7,564,314.

    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 248,897 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $7,666,027.

    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).