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Vestia Personal Wealth AdvisorsETFConcentrated trader

CIK: 0002033299 | FORT WAYNE, IN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR112$264.2M2026-10-20SEC ↗
Q2 2026
13F-HR112$256.0M2026-08-10SEC ↗
Q1 2026
13F-HR99$212.8M2026-04-14SEC ↗
Q4 2025
13F-HR98$196.8M2026-01-27SEC ↗
Q3 2025
13F-HR99$172.5M2025-10-15SEC ↗
Q2 2025
13F-HR100$146.0M2025-07-16SEC ↗
Q1 2025
13F-HR95$126.4M2025-04-30SEC ↗
Q4 2024
13F-HR95$121.5M2025-01-27SEC ↗
Q3 2024
13F-HR82$106.1M2024-11-05SEC ↗
Q2 2024
13F-HR74$93.7M2024-08-09SEC ↗