Skip to content
Disclosery

Bernardo Wealth Planning LLC: DIA position timeline

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

Bernardo Wealth Planning LLC held 934 DIA 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 934 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $488,164.

    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 933 shares
    Change vs previous 13F +52 shares

    0.08% of the 13F portfolio, value $432,187.

    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 881 shares
    Change vs previous 13F +450 shares

    0.08% of the 13F portfolio, value $423,557.

    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 431 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $200,091.

    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).