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VESTIA PERSONAL WEALTH ADVISORS: DISV position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 127,725 DISV 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 127,725 shares
    Change vs previous 13F +28,788 shares

    2% of the 13F portfolio, value $5,125,891.

    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 98,937 shares
    Change vs previous 13F +9,345 shares

    1.83% of the 13F portfolio, value $3,900,555.

    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 89,592 shares
    Change vs previous 13F +14,057 shares

    1.81% of the 13F portfolio, value $3,569,771.

    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 75,535 shares
    Change vs previous 13F +6,561 shares

    1.56% of the 13F portfolio, value $2,695,848.

    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 68,974 shares
    Change vs previous 13F +2,074 shares

    1.55% of the 13F portfolio, value $2,269,889.

    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 66,900 shares
    Change vs previous 13F +9,387 shares

    1.54% of the 13F portfolio, value $1,948,132.

    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 57,513 shares
    Change vs previous 13F +14,523 shares

    1.26% of the 13F portfolio, value $1,528,118.

    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 42,990 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,249,276.

    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).