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VESTIA PERSONAL WEALTH ADVISORS: DFCF position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 26,133 DFCF 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 26,133 shares
    Change vs previous 13F -10,542 shares

    0.43% of the 13F portfolio, value $1,104,173.

    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 36,675 shares
    Change vs previous 13F -66,533 shares

    0.73% of the 13F portfolio, value $1,548,054.

    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 103,208 shares
    Change vs previous 13F +24,392 shares

    2.23% of the 13F portfolio, value $4,394,128.

    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 78,816 shares
    Change vs previous 13F +25,323 shares

    1.95% of the 13F portfolio, value $3,370,170.

    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 53,493 shares
    Change vs previous 13F +884 shares

    1.55% of the 13F portfolio, value $2,259,634.

    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 52,609 shares
    Change vs previous 13F +7,546 shares

    1.75% of the 13F portfolio, value $2,212,390.

    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 45,063 shares
    Change vs previous 13F +7,416 shares

    1.53% of the 13F portfolio, value $1,859,841.

    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 37,647 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,622,773.

    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).