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Vestment Financial LLC: DFEM position timeline

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

Vestment Financial LLC held 46,104 DFEM 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 46,104 shares
    Change vs previous 13F -717 shares

    0.82% of the 13F portfolio, value $1,831,693.

    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 46,821 shares
    Change vs previous 13F -2,807 shares

    0.85% of the 13F portfolio, value $1,795,567.

    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 49,628 shares
    Change vs previous 13F -6,576 shares

    0.88% of the 13F portfolio, value $1,702,224.

    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 56,204 shares
    Change vs previous 13F -133,350 shares

    1.04% of the 13F portfolio, value $1,821,753.

    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 189,554 shares
    Change vs previous 13F -134,267 shares

    3.59% of the 13F portfolio, value $5,656,279.

    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 323,821 shares
    Change vs previous 13F +21,712 shares

    6.2% of the 13F portfolio, value $8,633,064.

    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 302,109 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $7,862,399.

    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).