VESTIA PERSONAL WEALTH ADVISORS: V position timeline

VESTIA PERSONAL WEALTH ADVISORS held 0 V shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -690 shares

   13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 690 shares

   Change vs previous 13F +12 shares

   0.11% of the 13F portfolio, value $224,379.

   13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 678 shares

   Change vs previous 13F -14 shares

   0.13% of the 13F portfolio, value $231,361.

   13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 692 shares

   Change vs previous 13F +27 shares

   0.17% of the 13F portfolio, value $245,572.

   13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 665 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $232,913.

   13F-HR 0001785445-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).