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Vistica Wealth Advisors, LLC: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vistica Wealth Advisors, LLC on DFIV, newest first. How the timeline and the estimate are built.

Vistica Wealth Advisors, LLC held 131,563 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,563 shares
    Change vs previous 13F +8,717 shares

    6.15% of the 13F portfolio, value $7,107,024.

    13F-HR 0002109247-26-000003 filed by Vistica Wealth Advisors, 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 122,846 shares
    Change vs previous 13F -8,557 shares

    6.46% of the 13F portfolio, value $6,483,826.

    13F-HR 0002109247-26-000002 filed by Vistica Wealth Advisors, 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 131,403 shares
    Change vs previous 13F not available

    6.53% of the 13F portfolio, value $6,557,016.

    13F-HR 0002109247-26-000001 filed by Vistica Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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