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180 WEALTH ADVISORS, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on DFAI, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 217,332 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,332 shares
    Change vs previous 13F +15,288 shares

    0.9% of the 13F portfolio, value $8,964,960.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, 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 202,044 shares
    Change vs previous 13F +16,709 shares

    0.89% of the 13F portfolio, value $7,871,618.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, 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 185,335 shares
    Change vs previous 13F +8,640 shares

    0.8% of the 13F portfolio, value $7,063,119.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, 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 176,695 shares
    Change vs previous 13F +14,714 shares

    0.78% of the 13F portfolio, value $6,422,863.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, 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 161,981 shares
    Change vs previous 13F +20,309 shares

    0.78% of the 13F portfolio, value $5,599,686.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, 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 141,672 shares
    Change vs previous 13F +6,337 shares

    0.7% of the 13F portfolio, value $4,424,403.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, 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 135,335 shares
    Change vs previous 13F +7,026 shares

    0.62% of the 13F portfolio, value $3,951,783.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 128,309 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,077,651.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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