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VESTIA PERSONAL WEALTH ADVISORS: DFEM position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 181,739 DFEM 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 181,739 shares
    Change vs previous 13F +7,085 shares

    2.88% of the 13F portfolio, value $7,383,969.

    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 174,654 shares
    Change vs previous 13F +4,893 shares

    2.83% of the 13F portfolio, value $6,032,053.

    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 169,761 shares
    Change vs previous 13F +9,648 shares

    3.02% of the 13F portfolio, value $5,943,706.

    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 160,113 shares
    Change vs previous 13F +20,172 shares

    2.98% of the 13F portfolio, value $5,134,830.

    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 139,941 shares
    Change vs previous 13F +5,834 shares

    2.84% of the 13F portfolio, value $4,152,750.

    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 134,107 shares
    Change vs previous 13F +7,962 shares

    2.81% of the 13F portfolio, value $3,549,382.

    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 126,145 shares
    Change vs previous 13F +21,215 shares

    2.72% of the 13F portfolio, value $3,303,747.

    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 104,930 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $2,955,706.

    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).