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AmeriServ Wealth Advisors: DIVB position timeline

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

AmeriServ Wealth Advisors held 3,401 DIVB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,401 shares
    Change vs previous 13F -1,760 shares

    0.14% of the 13F portfolio, value $209,501.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 5,161 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $278,435.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 5,161 shares
    Change vs previous 13F -19 shares

    0.16% of the 13F portfolio, value $274,306.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 5,180 shares
    Change vs previous 13F -11 shares

    0.14% of the 13F portfolio, value $270,654.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 5,191 shares
    Change vs previous 13F -3 shares

    0.13% of the 13F portfolio, value $261,210.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 5,194 shares
    Change vs previous 13F -56,649 shares

    0.15% of the 13F portfolio, value $252,012.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 61,843 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,931,357.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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