LFPWM
DVLT

Leicht Financial Planning & Wealth Management’s Datavault AI DVLT Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.92K Hold
19,780
– – ﹤0.01% 16
2026
Q1 		$12.2K Sell
19,780
-330
-2% -$250 0.01% 15
2025
Q4 		$12.9K Buy
+20,110
New +$35.2K 0.01% 13

Other funds holding DVLT

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's DVLT Position: Q2 2026 in Review

Leicht Financial Planning & Wealth Management held its Datavault AI (DVLT) position steady in Q2 2026 at 19,780 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #16.

Leicht Financial Planning & Wealth Management first reported a position in DVLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.9K in Q4 2025. 15 funds tracked by Wall St. Rank hold DVLT as of Q2 2026.

  • Leicht Financial Planning & Wealth Management held 19,780 shares of Datavault AI worth $6.92K as of Q2 2026.
  • Leicht Financial Planning & Wealth Management left its Datavault AI share count unchanged in Q2 2026.
  • Datavault AI made up ﹤0.01% of Leicht Financial Planning & Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Leicht Financial Planning & Wealth Management first reported a position in Datavault AI in Q4 2025 and has held it in 3 quarters since.
  • Leicht Financial Planning & Wealth Management's Datavault AI position peaked at $12.9K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Datavault AI as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.