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VESTIA PERSONAL WEALTH ADVISORS: DCOR position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 23,536 DCOR 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 23,536 shares
    Change vs previous 13F +4,566 shares

    0.75% of the 13F portfolio, value $1,929,452.

    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 18,970 shares
    Change vs previous 13F +7,807 shares

    0.64% of the 13F portfolio, value $1,367,265.

    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 11,163 shares
    Change vs previous 13F +3,462 shares

    0.43% of the 13F portfolio, value $837,818.

    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 7,701 shares
    Change vs previous 13F +1,362 shares

    0.32% of the 13F portfolio, value $553,981.

    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 6,339 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $423,746.

    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).