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VESTIA PERSONAL WEALTH ADVISORS: DFEV position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 367,532 DFEV 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 367,532 shares
    Change vs previous 13F +199,621 shares

    3.01% of the 13F portfolio, value $7,719,051.

    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 167,911 shares
    Change vs previous 13F +16,368 shares

    2.65% of the 13F portfolio, value $5,644,247.

    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 151,543 shares
    Change vs previous 13F +24,394 shares

    2.57% of the 13F portfolio, value $5,065,919.

    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 127,149 shares
    Change vs previous 13F +30,431 shares

    2.18% of the 13F portfolio, value $3,764,352.

    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 96,718 shares
    Change vs previous 13F +7,131 shares

    1.99% of the 13F portfolio, value $2,900,442.

    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 89,587 shares
    Change vs previous 13F +18,866 shares

    1.92% of the 13F portfolio, value $2,423,353.

    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 70,721 shares
    Change vs previous 13F +16,139 shares

    1.53% of the 13F portfolio, value $1,853,589.

    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 54,582 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,553,516.

    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).