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VESTIA PERSONAL WEALTH ADVISORS: DUSB position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 62,620 DUSB 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 62,620 shares
    Change vs previous 13F -1,818 shares

    1.24% of the 13F portfolio, value $3,179,821.

    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 64,438 shares
    Change vs previous 13F +9,916 shares

    1.54% of the 13F portfolio, value $3,267,668.

    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 54,522 shares
    Change vs previous 13F -21,306 shares

    1.4% of the 13F portfolio, value $2,763,979.

    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 75,828 shares
    Change vs previous 13F +64,945 shares

    2.23% of the 13F portfolio, value $3,850,567.

    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 10,883 shares
    Change vs previous 13F +6,496 shares

    0.38% of the 13F portfolio, value $552,317.

    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 4,387 shares
    Change vs previous 13F -802 shares

    0.18% of the 13F portfolio, value $222,544.

    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 5,189 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $262,537.

    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).