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BCU Wealth Advisors, LLC: DFCF position timeline

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

BCU Wealth Advisors, LLC held 285,657 DFCF 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 285,657 shares
    Change vs previous 13F +20,635 shares

    4% of the 13F portfolio, value $12,057,562.

    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 265,022 shares
    Change vs previous 13F +11,886 shares

    4.17% of the 13F portfolio, value $11,189,229.

    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 253,136 shares
    Change vs previous 13F +17,713 shares

    4.12% of the 13F portfolio, value $10,773,463.

    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 235,423 shares
    Change vs previous 13F +16,610 shares

    4.07% of the 13F portfolio, value $10,066,689.

    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 218,813 shares
    Change vs previous 13F +27,106 shares

    4.15% of the 13F portfolio, value $9,247,042.

    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 191,707 shares
    Change vs previous 13F +6,632 shares

    4.19% of the 13F portfolio, value $8,063,195.

    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 185,075 shares
    Change vs previous 13F +5,795 shares

    4.36% of the 13F portfolio, value $7,638,061.

    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 179,280 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $7,743,087.

    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).