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180 WEALTH ADVISORS, LLC: DFAU position timeline

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

180 WEALTH ADVISORS, LLC held 92,471 DFAU 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 92,471 shares
    Change vs previous 13F +2,215 shares

    0.48% of the 13F portfolio, value $4,779,806.

    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 90,256 shares
    Change vs previous 13F +926 shares

    0.46% of the 13F portfolio, value $4,072,352.

    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 89,330 shares
    Change vs previous 13F +2,472 shares

    0.48% of the 13F portfolio, value $4,180,645.

    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 86,858 shares
    Change vs previous 13F +1,504 shares

    0.48% of the 13F portfolio, value $3,974,612.

    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 85,354 shares
    Change vs previous 13F +3,769 shares

    0.5% of the 13F portfolio, value $3,615,615.

    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 81,585 shares
    Change vs previous 13F +535 shares

    0.5% of the 13F portfolio, value $3,136,143.

    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 81,050 shares
    Change vs previous 13F +2,235 shares

    0.51% of the 13F portfolio, value $3,281,715.

    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 78,815 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,128,159.

    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).