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VESTIA PERSONAL WEALTH ADVISORS: DFAW position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 30,422 DFAW 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 30,422 shares
    Change vs previous 13F +2,257 shares

    0.98% of the 13F portfolio, value $2,518,660.

    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 28,165 shares
    Change vs previous 13F +1,292 shares

    0.98% of the 13F portfolio, value $2,078,027.

    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 26,873 shares
    Change vs previous 13F +5,506 shares

    1.04% of the 13F portfolio, value $2,044,467.

    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 21,367 shares
    Change vs previous 13F +2,969 shares

    0.89% of the 13F portfolio, value $1,535,449.

    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 18,398 shares
    Change vs previous 13F +6,582 shares

    0.85% of the 13F portfolio, value $1,234,157.

    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 11,816 shares
    Change vs previous 13F +3,681 shares

    0.57% of the 13F portfolio, value $724,096.

    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 8,135 shares
    Change vs previous 13F +3,799 shares

    0.42% of the 13F portfolio, value $508,101.

    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 4,336 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $275,168.

    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).