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VESTIA PERSONAL WEALTH ADVISORS: DFIC position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 625,867 DFIC 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 625,867 shares
    Change vs previous 13F +51,052 shares

    8.2% of the 13F portfolio, value $21,002,586.

    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 574,815 shares
    Change vs previous 13F +87,268 shares

    8.55% of the 13F portfolio, value $18,195,291.

    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 487,547 shares
    Change vs previous 13F +49,821 shares

    8.86% of the 13F portfolio, value $17,435,749.

    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 437,726 shares
    Change vs previous 13F +47,689 shares

    8.32% of the 13F portfolio, value $14,353,028.

    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 390,037 shares
    Change vs previous 13F -44,111 shares

    8.31% of the 13F portfolio, value $12,124,892.

    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 434,148 shares
    Change vs previous 13F +24,575 shares

    9.54% of the 13F portfolio, value $12,059,393.

    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 409,573 shares
    Change vs previous 13F +85,616 shares

    8.71% of the 13F portfolio, value $10,585,384.

    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 323,957 shares
    Change vs previous 13F not available

    8.58% of the 13F portfolio, value $9,110,413.

    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).