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VESTIA PERSONAL WEALTH ADVISORS: DFGR position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 182,356 DFGR 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 182,356 shares
    Change vs previous 13F +33,116 shares

    2.06% of the 13F portfolio, value $5,283,777.

    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 149,240 shares
    Change vs previous 13F +25,837 shares

    1.86% of the 13F portfolio, value $3,965,491.

    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 123,403 shares
    Change vs previous 13F +36,702 shares

    1.69% of the 13F portfolio, value $3,329,358.

    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 86,701 shares
    Change vs previous 13F +24,890 shares

    1.37% of the 13F portfolio, value $2,367,794.

    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 61,811 shares
    Change vs previous 13F +9,154 shares

    1.14% of the 13F portfolio, value $1,658,267.

    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 52,657 shares
    Change vs previous 13F +8,040 shares

    1.09% of the 13F portfolio, value $1,382,761.

    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 44,617 shares
    Change vs previous 13F +8,618 shares

    0.94% of the 13F portfolio, value $1,139,427.

    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 35,999 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,038,936.

    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).