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VESTIA PERSONAL WEALTH ADVISORS: DFIP position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 39,739 DFIP 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 39,739 shares
    Change vs previous 13F +7,899 shares

    0.64% of the 13F portfolio, value $1,639,440.

    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 31,840 shares
    Change vs previous 13F -1,420 shares

    0.62% of the 13F portfolio, value $1,328,368.

    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 33,260 shares
    Change vs previous 13F +559 shares

    0.7% of the 13F portfolio, value $1,384,110.

    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 32,701 shares
    Change vs previous 13F +1,415 shares

    0.8% of the 13F portfolio, value $1,380,963.

    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 31,286 shares
    Change vs previous 13F +4,093 shares

    0.9% of the 13F portfolio, value $1,307,838.

    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 27,193 shares
    Change vs previous 13F +1,740 shares

    0.91% of the 13F portfolio, value $1,145,113.

    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 25,453 shares
    Change vs previous 13F +7,570 shares

    0.85% of the 13F portfolio, value $1,030,597.

    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 17,883 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $756,116.

    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).