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Disclosery

Bernardo Wealth Planning LLC: DFUS position timeline

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

Bernardo Wealth Planning LLC held 300,091 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,091 shares
    Change vs previous 13F +13,871 shares

    4.2% of the 13F portfolio, value $24,589,451.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 286,220 shares
    Change vs previous 13F +27,949 shares

    3.97% of the 13F portfolio, value $20,295,851.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 258,271 shares
    Change vs previous 13F +5,145 shares

    3.65% of the 13F portfolio, value $19,155,971.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 253,126 shares
    Change vs previous 13F +10,250 shares

    3.59% of the 13F portfolio, value $18,336,450.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 242,876 shares
    Change vs previous 13F +84,350 shares

    3.53% of the 13F portfolio, value $16,278,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 158,526 shares
    Change vs previous 13F +9,254 shares

    2.29% of the 13F portfolio, value $9,588,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 149,272 shares
    Change vs previous 13F +136,690 shares

    2.26% of the 13F portfolio, value $9,436,979.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 12,582 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $795,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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