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VESTIA PERSONAL WEALTH ADVISORS: DFAT position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 185,194 DFAT 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 185,194 shares
    Change vs previous 13F -66 shares

    5.06% of the 13F portfolio, value $12,945,088.

    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 185,260 shares
    Change vs previous 13F -1,672 shares

    5.44% of the 13F portfolio, value $11,569,485.

    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 186,932 shares
    Change vs previous 13F -827 shares

    6.1% of the 13F portfolio, value $12,008,497.

    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 187,759 shares
    Change vs previous 13F +128 shares

    6.33% of the 13F portfolio, value $10,929,435.

    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 187,631 shares
    Change vs previous 13F -1,627 shares

    6.94% of the 13F portfolio, value $10,124,549.

    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 189,258 shares
    Change vs previous 13F -8,521 shares

    7.71% of the 13F portfolio, value $9,744,886.

    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 197,779 shares
    Change vs previous 13F -2,217 shares

    9.06% of the 13F portfolio, value $11,008,402.

    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 199,996 shares
    Change vs previous 13F not available

    10.48% of the 13F portfolio, value $11,125,772.

    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).