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Disclosery

Vestment Financial LLC: DFAE position timeline

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

Vestment Financial LLC held 24,140 DFAE 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 24,140 shares
    Change vs previous 13F +21 shares

    0.42% of the 13F portfolio, value $947,512.

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

  2. period ended2026-06-30
    13F 24,119 shares
    Change vs previous 13F -445 shares

    0.42% of the 13F portfolio, value $947,171.

    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 24,564 shares
    Change vs previous 13F -1,456 shares

    0.44% of the 13F portfolio, value $923,854.

    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 26,020 shares
    Change vs previous 13F -536 shares

    0.46% of the 13F portfolio, value $881,562.

    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 26,556 shares
    Change vs previous 13F -19,794 shares

    0.48% of the 13F portfolio, value $847,413.

    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 46,350 shares
    Change vs previous 13F -6,754 shares

    0.86% of the 13F portfolio, value $1,348,526.

    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 53,104 shares
    Change vs previous 13F -633 shares

    0.99% of the 13F portfolio, value $1,383,088.

    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 53,737 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,358,615.

    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).