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VESTIA PERSONAL WEALTH ADVISORS: DFUV position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 249,876 DFUV 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 249,876 shares
    Change vs previous 13F +287 shares

    5.37% of the 13F portfolio, value $13,746,969.

    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 249,589 shares
    Change vs previous 13F +4,511 shares

    5.68% of the 13F portfolio, value $12,091,346.

    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 245,078 shares
    Change vs previous 13F +1,629 shares

    6.08% of the 13F portfolio, value $11,958,715.

    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 243,449 shares
    Change vs previous 13F +10,082 shares

    6.31% of the 13F portfolio, value $10,879,748.

    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 233,367 shares
    Change vs previous 13F +23,917 shares

    6.76% of the 13F portfolio, value $9,865,064.

    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 209,450 shares
    Change vs previous 13F +15,231 shares

    6.83% of the 13F portfolio, value $8,628,209.

    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 194,219 shares
    Change vs previous 13F +13,003 shares

    6.54% of the 13F portfolio, value $7,947,452.

    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 181,216 shares
    Change vs previous 13F not available

    7.12% of the 13F portfolio, value $7,553,957.

    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).