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Disclosery

VSM Wealth Advisory, LLC: DFAS position timeline

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

VSM Wealth Advisory, LLC held 20,377 DFAS 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 20,377 shares
    Change vs previous 13F +35 shares

    0.45% of the 13F portfolio, value $1,677,848.

    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 20,342 shares
    Change vs previous 13F -2,956 shares

    0.43% of the 13F portfolio, value $1,446,951.

    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 23,298 shares
    Change vs previous 13F +2,677 shares

    0.49% of the 13F portfolio, value $1,623,203.

    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 20,621 shares
    Change vs previous 13F +172 shares

    0.44% of the 13F portfolio, value $1,411,723.

    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 20,449 shares
    Change vs previous 13F -443 shares

    0.43% of the 13F portfolio, value $1,302,803.

    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 20,892 shares
    Change vs previous 13F -935 shares

    0.45% of the 13F portfolio, value $1,248,300.

    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 21,827 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,420,481.

    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).