Skip to content

Avid Wealth Partners LLC: DXJ position timeline

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

Avid Wealth Partners LLC held 30,939 DXJ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,939 shares
    Change vs previous 13F -9,214 shares

    2.6% of the 13F portfolio, value $5,368,528.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 40,153 shares
    Change vs previous 13F +5,724 shares

    3.01% of the 13F portfolio, value $6,367,475.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 34,429 shares
    Change vs previous 13F +2,708 shares

    2.42% of the 13F portfolio, value $4,963,296.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 31,721 shares
    Change vs previous 13F +756 shares

    2.02% of the 13F portfolio, value $4,061,241.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 30,965 shares
    Change vs previous 13F +2,785 shares

    2.02% of the 13F portfolio, value $3,538,332.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners 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 28,180 shares
    Change vs previous 13F +1,435 shares

    2.11% of the 13F portfolio, value $3,104,892.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners 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 26,745 shares
    Change vs previous 13F +1,856 shares

    2.1% of the 13F portfolio, value $2,949,725.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners 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 24,889 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,638,264.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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