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
- period ended2026-06-3013F 23,536 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,970 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,163 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,701 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,339 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).