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VESTIA PERSONAL WEALTH ADVISORS: FELV position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 32,345 FELV 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 32,345 shares
    Change vs previous 13F -1,368 shares

    0.51% of the 13F portfolio, value $1,296,693.

    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 33,713 shares
    Change vs previous 13F -433 shares

    0.55% of the 13F portfolio, value $1,176,912.

    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 34,146 shares
    Change vs previous 13F +493 shares

    0.62% of the 13F portfolio, value $1,220,556.

    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 33,653 shares
    Change vs previous 13F -1,265 shares

    0.65% of the 13F portfolio, value $1,128,371.

    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 34,918 shares
    Change vs previous 13F -1,186 shares

    0.76% of the 13F portfolio, value $1,109,155.

    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 36,104 shares
    Change vs previous 13F -175 shares

    0.88% of the 13F portfolio, value $1,109,415.

    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 36,279 shares
    Change vs previous 13F -1,013 shares

    0.91% of the 13F portfolio, value $1,105,410.

    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 37,292 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,154,340.

    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).