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VESTIA PERSONAL WEALTH ADVISORS: DFIV position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 398,814 DFIV 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 398,814 shares
    Change vs previous 13F +24,020 shares

    8.41% of the 13F portfolio, value $21,543,852.

    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 374,794 shares
    Change vs previous 13F +23,050 shares

    9.29% of the 13F portfolio, value $19,778,428.

    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 351,744 shares
    Change vs previous 13F +3,863 shares

    9.22% of the 13F portfolio, value $18,144,855.

    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 347,881 shares
    Change vs previous 13F +16,919 shares

    9.3% of the 13F portfolio, value $16,044,271.

    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 330,962 shares
    Change vs previous 13F +44,698 shares

    9.71% of the 13F portfolio, value $14,175,026.

    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 286,264 shares
    Change vs previous 13F +14,354 shares

    8.91% of the 13F portfolio, value $11,267,651.

    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 271,910 shares
    Change vs previous 13F +28,682 shares

    7.94% of the 13F portfolio, value $9,647,363.

    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 243,228 shares
    Change vs previous 13F not available

    8.73% of the 13F portfolio, value $9,262,315.

    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).