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VSM Wealth Advisory, LLC: DX position timeline

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

VSM Wealth Advisory, LLC held 46,169 DX 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 46,169 shares
    Change vs previous 13F +3,800 shares

    0.16% of the 13F portfolio, value $605,276.

    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 42,369 shares
    Change vs previous 13F +178 shares

    0.16% of the 13F portfolio, value $540,628.

    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 42,191 shares
    Change vs previous 13F +8,168 shares

    0.18% of the 13F portfolio, value $591,096.

    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 34,023 shares
    Change vs previous 13F +183 shares

    0.13% of the 13F portfolio, value $418,143.

    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 33,840 shares
    Change vs previous 13F +9,463 shares

    0.14% of the 13F portfolio, value $413,525.

    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 24,377 shares
    Change vs previous 13F +561 shares

    0.11% of the 13F portfolio, value $317,389.

    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 23,816 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $301,272.

    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).