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Disclosery

ANDREWS, LUCIA WEALTH MANAGEMENT LLC: DFAT position timeline

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

ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 205,886 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,886 shares
    Change vs previous 13F -336 shares

    7.53% of the 13F portfolio, value $14,391,461.

    13F-HR 0001725547-26-000238 filed by ANDREWS, LUCIA 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 ended2026-03-31
    13F 206,222 shares
    Change vs previous 13F -17,079 shares

    7.7% of the 13F portfolio, value $12,878,541.

    13F-HR 0001725547-26-000128 filed by ANDREWS, LUCIA 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 ended2025-12-31
    13F 223,301 shares
    Change vs previous 13F -20,315 shares

    7.9% of the 13F portfolio, value $13,295,385.

    13F-HR 0001725547-26-000050 filed by ANDREWS, LUCIA 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 ended2025-09-30
    13F 243,616 shares
    Change vs previous 13F -10,036 shares

    8.54% of the 13F portfolio, value $14,180,885.

    13F-HR 0001725547-25-004094 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 253,652 shares
    Change vs previous 13F -8,960 shares

    8.89% of the 13F portfolio, value $13,687,031.

    13F-HR 0001725547-25-003406 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 262,612 shares
    Change vs previous 13F +3,285 shares

    9.82% of the 13F portfolio, value $14,617,001.

    13F-HR 0001725547-25-001422 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 259,327 shares
    Change vs previous 13F -442 shares

    9.63% of the 13F portfolio, value $14,426,391.

    13F-HR 0001725547-25-000116 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 259,769 shares
    Change vs previous 13F not available

    9.55% of the 13F portfolio, value $13,474,200.

    13F-HR 0001725547-24-005802 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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