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VESTIA PERSONAL WEALTH ADVISORS: DFIS position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 62,978 DFIS 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 62,978 shares
    Change vs previous 13F +7,071 shares

    0.86% of the 13F portfolio, value $2,206,106.

    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 55,907 shares
    Change vs previous 13F +1,666 shares

    0.88% of the 13F portfolio, value $1,881,983.

    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 54,241 shares
    Change vs previous 13F -873 shares

    0.95% of the 13F portfolio, value $1,873,844.

    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 55,114 shares
    Change vs previous 13F +5,900 shares

    1.01% of the 13F portfolio, value $1,743,255.

    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 49,214 shares
    Change vs previous 13F +4,807 shares

    1.01% of the 13F portfolio, value $1,468,505.

    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 44,407 shares
    Change vs previous 13F +1,498 shares

    0.91% of the 13F portfolio, value $1,147,607.

    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 42,909 shares
    Change vs previous 13F +7,703 shares

    0.87% of the 13F portfolio, value $1,053,633.

    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 35,206 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $944,568.

    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).