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Disclosery

Vestment Financial LLC: DFAT position timeline

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

Vestment Financial LLC held 92,817 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,817 shares
    Change vs previous 13F +4,768 shares

    2.88% of the 13F portfolio, value $6,424,763.

    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).

  2. period ended2026-03-31
    13F 88,049 shares
    Change vs previous 13F -701 shares

    2.76% of the 13F portfolio, value $5,864,918.

    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).

  3. period ended2025-12-31
    13F 88,750 shares
    Change vs previous 13F -1,968 shares

    2.88% of the 13F portfolio, value $5,547,738.

    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).

  4. period ended2025-09-30
    13F 90,718 shares
    Change vs previous 13F +2,834 shares

    3.02% of the 13F portfolio, value $5,300,299.

    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).

  5. period ended2025-06-30
    13F 87,884 shares
    Change vs previous 13F +6,485 shares

    3.11% of the 13F portfolio, value $4,899,557.

    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).

  6. period ended2025-03-31
    13F 81,399 shares
    Change vs previous 13F +8,254 shares

    3.03% of the 13F portfolio, value $4,224,507.

    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).

  7. period ended2024-12-31
    13F 73,145 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $4,047,113.

    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).