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VESTIA PERSONAL WEALTH ADVISORS: DFNM position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 178,237 DFNM 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 178,237 shares
    Change vs previous 13F +30,466 shares

    3.36% of the 13F portfolio, value $8,615,077.

    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 147,771 shares
    Change vs previous 13F +10,748 shares

    3.33% of the 13F portfolio, value $7,082,684.

    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 137,023 shares
    Change vs previous 13F +11,219 shares

    3.37% of the 13F portfolio, value $6,633,287.

    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 125,804 shares
    Change vs previous 13F +10,147 shares

    3.5% of the 13F portfolio, value $6,036,092.

    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 115,657 shares
    Change vs previous 13F -5,756 shares

    3.76% of the 13F portfolio, value $5,485,613.

    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 121,413 shares
    Change vs previous 13F +5,422 shares

    4.57% of the 13F portfolio, value $5,775,605.

    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 115,991 shares
    Change vs previous 13F +53,801 shares

    4.56% of the 13F portfolio, value $5,540,872.

    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 62,190 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $3,018,685.

    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).