VESTIA PERSONAL WEALTH ADVISORS: DFGP position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 319,534 DFGP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 319,534 shares
Change vs previous 13F +206,101 shares
3.35% of the 13F portfolio, value $8,586,807.
13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 113,433 shares
Change vs previous 13F not available
2.56% of the 13F portfolio, value $5,444,227.
13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).