Skip to content
Disclosery

VESTIA PERSONAL WEALTH ADVISORS: DFLV position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 193,131 DFLV 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 193,131 shares
    Change vs previous 13F +27,262 shares

    2.98% of the 13F portfolio, value $7,637,026.

    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 165,869 shares
    Change vs previous 13F +44,553 shares

    2.78% of the 13F portfolio, value $5,920,238.

    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 121,316 shares
    Change vs previous 13F +47,058 shares

    2.2% of the 13F portfolio, value $4,325,886.

    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 74,258 shares
    Change vs previous 13F +23,127 shares

    1.42% of the 13F portfolio, value $2,443,087.

    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 51,131 shares
    Change vs previous 13F +8,805 shares

    1.09% of the 13F portfolio, value $1,586,085.

    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 42,326 shares
    Change vs previous 13F +6,848 shares

    1.02% of the 13F portfolio, value $1,293,907.

    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 35,478 shares
    Change vs previous 13F +8,346 shares

    0.88% of the 13F portfolio, value $1,065,382.

    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 27,132 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $835,942.

    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).