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VESTIA PERSONAL WEALTH ADVISORS: DFAS position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 120,763 DFAS 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 120,763 shares
    Change vs previous 13F +4,174 shares

    3.88% of the 13F portfolio, value $9,942,971.

    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 116,589 shares
    Change vs previous 13F +6,592 shares

    3.9% of the 13F portfolio, value $8,289,439.

    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 109,997 shares
    Change vs previous 13F +9,287 shares

    4.21% of the 13F portfolio, value $8,278,308.

    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 100,710 shares
    Change vs previous 13F +10,975 shares

    4% of the 13F portfolio, value $6,894,590.

    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 89,735 shares
    Change vs previous 13F +14,476 shares

    3.92% of the 13F portfolio, value $5,717,040.

    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 75,259 shares
    Change vs previous 13F +5,380 shares

    3.56% of the 13F portfolio, value $4,496,677.

    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 69,879 shares
    Change vs previous 13F +2,318 shares

    3.74% of the 13F portfolio, value $4,547,716.

    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 67,561 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $4,381,885.

    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).