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Disclosery

VESTIA PERSONAL WEALTH ADVISORS: DFSI position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 9,975 DFSI 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 9,975 shares
    Change vs previous 13F -602 shares

    0.18% of the 13F portfolio, value $449,854.

    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 10,577 shares
    Change vs previous 13F +5,236 shares

    0.21% of the 13F portfolio, value $448,452.

    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 5,341 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $236,112.

    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).