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VESTIA PERSONAL WEALTH ADVISORS: XDSQ position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 16,114 XDSQ 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 16,114 shares
    Change vs previous 13F -18,424 shares

    0.27% of the 13F portfolio, value $692,182.

    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 34,538 shares
    Change vs previous 13F -2,436 shares

    0.64% of the 13F portfolio, value $1,367,149.

    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 36,974 shares
    Change vs previous 13F -4,830 shares

    0.79% of the 13F portfolio, value $1,549,447.

    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 41,804 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,666,303.

    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 41,804 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $1,562,634.

    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 41,804 shares
    Change vs previous 13F +1,320 shares

    1.15% of the 13F portfolio, value $1,453,174.

    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 40,484 shares
    Change vs previous 13F -4,892 shares

    1.21% of the 13F portfolio, value $1,475,148.

    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 45,376 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,591,563.

    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).