VESTIA PERSONAL WEALTH ADVISORS: VONE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on VONE, newest first. How the timeline and the estimate are built.
VESTIA PERSONAL WEALTH ADVISORS held 0 VONE shares at 2025-09-30 per its 13F-HR filed 2025-10-15.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -973 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 973 sharesChange vs previous 13F +2 shares
0.19% of the 13F portfolio, value $273,265.
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 971 sharesChange vs previous 13F +2 shares
0.2% of the 13F portfolio, value $246,479.
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 969 sharesChange vs previous 13F -117 shares
0.21% of the 13F portfolio, value $258,383.
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 1,086 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $282,316.
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).