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Disclosery

VANCE WEALTH, LLC: DUSB position timeline

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

VANCE WEALTH, LLC held 85,761 DUSB 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 85,761 shares
    Change vs previous 13F -9,814 shares

    0.98% of the 13F portfolio, value $4,354,955.

    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 95,575 shares
    Change vs previous 13F +29,513 shares

    1.4% of the 13F portfolio, value $4,846,595.

    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 66,062 shares
    Change vs previous 13F +8,698 shares

    0.99% of the 13F portfolio, value $3,346,047.

    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 57,364 shares
    Change vs previous 13F +38,080 shares

    0.9% of the 13F portfolio, value $2,912,963.

    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 19,284 shares
    Change vs previous 13F -1,690 shares

    0.33% of the 13F portfolio, value $978,674.

    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 20,974 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,064,030.

    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).