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VESTIA PERSONAL WEALTH ADVISORS: DXUV position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 21,209 DXUV 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 21,209 shares
    Change vs previous 13F +403 shares

    0.55% of the 13F portfolio, value $1,410,394.

    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 20,806 shares
    Change vs previous 13F +11,895 shares

    0.58% of the 13F portfolio, value $1,234,847.

    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 8,911 shares
    Change vs previous 13F -725 shares

    0.28% of the 13F portfolio, value $551,708.

    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 9,636 shares
    Change vs previous 13F +3,708 shares

    0.33% of the 13F portfolio, value $563,130.

    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 5,928 shares
    Change vs previous 13F +1,156 shares

    0.22% of the 13F portfolio, value $321,480.

    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 4,772 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $239,830.

    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).