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Disclosery

Vestment Financial LLC: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestment Financial LLC on ACWV, newest first. How the timeline and the estimate are built.

Vestment Financial LLC held 3,439 ACWV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,439 shares
    Change vs previous 13F +759 shares

    0.19% of the 13F portfolio, value $422,779.

    13F-HR 0002056705-26-000005 filed by Vestment Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,680 shares
    Change vs previous 13F -146 shares

    0.15% of the 13F portfolio, value $326,932.

    13F-HR 0002056705-26-000003 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,826 shares
    Change vs previous 13F +587 shares

    0.16% of the 13F portfolio, value $344,877.

    13F-HR 0002056705-26-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,239 shares
    Change vs previous 13F -557 shares

    0.14% of the 13F portfolio, value $267,541.

    13F-HR 0002056705-26-000001 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,796 shares
    Change vs previous 13F -261 shares

    0.19% of the 13F portfolio, value $334,548.

    13F-HR 0002056705-25-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,057 shares
    Change vs previous 13F -436 shares

    0.23% of the 13F portfolio, value $361,996.

    13F-HR 0001085146-25-003865 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,493 shares
    Change vs previous 13F -218 shares

    0.29% of the 13F portfolio, value $407,470.

    13F-HR 0001085146-25-002094 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,711 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $402,928.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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