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Disclosery

ANDREWS, LUCIA WEALTH MANAGEMENT LLC: DFUS position timeline

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

ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 67,839 DFUS 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 67,839 shares
    Change vs previous 13F +5,465 shares

    2.91% of the 13F portfolio, value $5,558,759.

    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 62,374 shares
    Change vs previous 13F +14,881 shares

    2.64% of the 13F portfolio, value $4,422,916.

    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 47,493 shares
    Change vs previous 13F +63 shares

    2.09% of the 13F portfolio, value $3,522,513.

    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 47,430 shares
    Change vs previous 13F +74 shares

    2.07% of the 13F portfolio, value $3,435,805.

    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 47,356 shares
    Change vs previous 13F +144 shares

    2.06% of the 13F portfolio, value $3,173,835.

    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 47,212 shares
    Change vs previous 13F +104 shares

    2.02% of the 13F portfolio, value $3,009,778.

    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 47,108 shares
    Change vs previous 13F +54 shares

    1.96% of the 13F portfolio, value $2,930,125.

    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 47,054 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,769,146.

    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).