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VESTIA PERSONAL WEALTH ADVISORS: DFSD position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 91,503 DFSD 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 91,503 shares
    Change vs previous 13F +8,450 shares

    1.71% of the 13F portfolio, value $4,369,514.

    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 83,053 shares
    Change vs previous 13F +19,652 shares

    1.87% of the 13F portfolio, value $3,976,196.

    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 63,401 shares
    Change vs previous 13F +24,292 shares

    1.55% of the 13F portfolio, value $3,044,254.

    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 39,109 shares
    Change vs previous 13F +15,916 shares

    1.09% of the 13F portfolio, value $1,884,656.

    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 23,193 shares
    Change vs previous 13F +2,109 shares

    0.76% of the 13F portfolio, value $1,113,327.

    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 21,084 shares
    Change vs previous 13F +1,080 shares

    0.79% of the 13F portfolio, value $1,001,957.

    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 20,004 shares
    Change vs previous 13F +932 shares

    0.77% of the 13F portfolio, value $937,810.

    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 19,072 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $910,655.

    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).