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VSM Wealth Advisory, LLC: DFAC position timeline

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

VSM Wealth Advisory, LLC held 223,945 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,945 shares
    Change vs previous 13F +4,102 shares

    2.64% of the 13F portfolio, value $9,934,195.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 219,843 shares
    Change vs previous 13F +8,822 shares

    2.55% of the 13F portfolio, value $8,543,092.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 211,021 shares
    Change vs previous 13F +2,114 shares

    2.51% of the 13F portfolio, value $8,352,055.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 208,907 shares
    Change vs previous 13F +14,065 shares

    2.51% of the 13F portfolio, value $8,057,560.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 194,842 shares
    Change vs previous 13F +13,376 shares

    2.31% of the 13F portfolio, value $6,983,136.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 181,466 shares
    Change vs previous 13F +13,769 shares

    2.15% of the 13F portfolio, value $5,986,559.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 167,697 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $5,800,639.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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