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Disclosery

VSM Wealth Advisory, LLC: DFUS position timeline

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

VSM Wealth Advisory, LLC held 123,681 DFUS 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 123,681 shares
    Change vs previous 13F +320 shares

    2.69% of the 13F portfolio, value $10,134,402.

    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 123,361 shares
    Change vs previous 13F +4,068 shares

    2.61% of the 13F portfolio, value $8,747,556.

    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 119,293 shares
    Change vs previous 13F +479 shares

    2.65% of the 13F portfolio, value $8,838,057.

    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 118,814 shares
    Change vs previous 13F +117,411 shares

    2.68% of the 13F portfolio, value $8,606,856.

    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 1,403 shares
    Change vs previous 13F -108,143 shares

    0.02% of the 13F portfolio, value $49,891.

    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 109,546 shares
    Change vs previous 13F +5,233 shares

    2.38% of the 13F portfolio, value $6,625,371.

    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 104,313 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $6,649,931.

    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).