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BCU Wealth Advisors, LLC: DFAC position timeline

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

BCU Wealth Advisors, LLC held 3,033,037 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,033,037 shares
    Change vs previous 13F -25,536 shares

    44.69% of the 13F portfolio, value $134,545,505.

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, 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 3,058,573 shares
    Change vs previous 13F +152,857 shares

    44.31% of the 13F portfolio, value $118,856,133.

    13F-HR 0002085853-26-000432 filed by BCU Wealth Advisors, 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 2,905,716 shares
    Change vs previous 13F +86,318 shares

    44.02% of the 13F portfolio, value $115,037,300.

    13F-HR 0002085853-26-000157 filed by BCU Wealth Advisors, 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 2,819,398 shares
    Change vs previous 13F +117,153 shares

    43.99% of the 13F portfolio, value $108,744,192.

    13F-HR 0002085853-25-000102 filed by BCU Wealth Advisors, 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 2,702,245 shares
    Change vs previous 13F +154,993 shares

    43.49% of the 13F portfolio, value $96,848,445.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, 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 2,547,252 shares
    Change vs previous 13F +379,735 shares

    43.71% of the 13F portfolio, value $84,033,841.

    13F-HR 0001667731-25-000449 filed by BCU Wealth Advisors, 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 2,167,517 shares
    Change vs previous 13F +25,317 shares

    42.83% of the 13F portfolio, value $74,974,416.

    13F-HR 0001667731-25-000174 filed by BCU Wealth Advisors, 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 2,142,200 shares
    Change vs previous 13F not available

    43.79% of the 13F portfolio, value $73,456,049.

    13F-HR 0002003570-24-000006 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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