VESTIA PERSONAL WEALTH ADVISORS: FSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on FSCO, newest first. How the timeline and the estimate are built.
VESTIA PERSONAL WEALTH ADVISORS held 17,823 FSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 17,823 sharesChange vs previous 13F +493 shares
0.03% of the 13F portfolio, value $88,936.
13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,330 sharesChange vs previous 13F +704 shares
0.04% of the 13F portfolio, value $88,385.
13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,626 sharesChange vs previous 13F +517 shares
0.05% of the 13F portfolio, value $106,908.
13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,109 sharesChange vs previous 13F -5,688 shares
0.06% of the 13F portfolio, value $111,314.
13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,797 sharesChange vs previous 13F +593 shares
0.11% of the 13F portfolio, value $158,248.
13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,204 sharesChange vs previous 13F +576 shares
0.12% of the 13F portfolio, value $149,490.
13F-HR 0001785445-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,628 sharesChange vs previous 13F +541 shares
0.12% of the 13F portfolio, value $140,682.
13F-HR 0002033299-25-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,087 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $127,555.
13F-HR 0001831263-24-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).