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Accredited Wealth Management, LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Wealth Management, LLC on DFAS, newest first. How the timeline and the estimate are built.

Accredited Wealth Management, LLC held 6,603 DFAS shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,603 shares
    Change vs previous 13F -15,527 shares

    2.63% of the 13F portfolio, value $3,504,605.

    13F-HR 0002056519-25-000008 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 22,130 shares
    Change vs previous 13F +250 shares

    1.14% of the 13F portfolio, value $1,409,904.

    13F-HR 0002056519-25-000007 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 21,880 shares
    Change vs previous 13F +1,192 shares

    1.1% of the 13F portfolio, value $1,307,331.

    13F-HR 0002056519-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 20,688 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,346,376.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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