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ANDREWS, LUCIA WEALTH MANAGEMENT LLC: DFCF position timeline

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

ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 28,884 DFCF 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 28,884 shares
    Change vs previous 13F +2,117 shares

    0.64% of the 13F portfolio, value $1,219,214.

    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 26,767 shares
    Change vs previous 13F +3,820 shares

    0.68% of the 13F portfolio, value $1,130,087.

    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 22,947 shares
    Change vs previous 13F +3,052 shares

    0.58% of the 13F portfolio, value $976,615.

    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 19,895 shares
    Change vs previous 13F +1,467 shares

    0.51% of the 13F portfolio, value $850,716.

    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 18,428 shares
    Change vs previous 13F +2,884 shares

    0.51% of the 13F portfolio, value $778,749.

    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 15,544 shares
    Change vs previous 13F +3,595 shares

    0.43% of the 13F portfolio, value $641,499.

    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 11,949 shares
    Change vs previous 13F +3,239 shares

    0.34% of the 13F portfolio, value $516,082.

    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 8,710 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $361,815.

    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).