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VESTIA PERSONAL WEALTH ADVISORS: BUFF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on BUFF, newest first. How the timeline and the estimate are built.

VESTIA PERSONAL WEALTH ADVISORS held 31,185 BUFF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,185 shares
    Change vs previous 13F -2,598 shares

    0.64% of the 13F portfolio, value $1,642,826.

    13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 33,783 shares
    Change vs previous 13F -91 shares

    0.78% of the 13F portfolio, value $1,669,237.

    13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 33,874 shares
    Change vs previous 13F -2,284 shares

    0.86% of the 13F portfolio, value $1,697,784.

    13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 36,158 shares
    Change vs previous 13F -194 shares

    1.02% of the 13F portfolio, value $1,766,536.

    13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 36,352 shares
    Change vs previous 13F -1,095 shares

    1.17% of the 13F portfolio, value $1,708,562.

    13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 37,447 shares
    Change vs previous 13F -922 shares

    1.31% of the 13F portfolio, value $1,651,055.

    13F-HR 0001785445-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 38,369 shares
    Change vs previous 13F -1,419 shares

    1.42% of the 13F portfolio, value $1,723,169.

    13F-HR 0002033299-25-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 39,788 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $1,755,463.

    13F-HR 0001831263-24-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).