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Boyce & Associates Wealth Consulting, Inc.: DFAW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boyce & Associates Wealth Consulting, Inc. on DFAW, newest first. How the timeline and the estimate are built.

Boyce & Associates Wealth Consulting, Inc. held 6,979 DFAW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,979 shares
    Change vs previous 13F -685 shares

    0.35% of the 13F portfolio, value $574,452.

    13F-HR 0001754960-26-000870 filed by Boyce & Associates Wealth Consulting, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,664 shares
    Change vs previous 13F +48 shares

    0.44% of the 13F portfolio, value $634,487.

    13F-HR 0001754960-26-000612 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,616 shares
    Change vs previous 13F +19 shares

    0.43% of the 13F portfolio, value $561,938.

    13F-HR 0001754960-26-000236 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,597 shares
    Change vs previous 13F +687 shares

    0.47% of the 13F portfolio, value $562,008.

    13F-HR 0001754960-26-000086 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,910 shares
    Change vs previous 13F +737 shares

    0.41% of the 13F portfolio, value $496,552.

    13F-HR 0001754960-25-000704 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,173 shares
    Change vs previous 13F +982 shares

    0.38% of the 13F portfolio, value $414,100.

    13F-HR 0001754960-25-000388 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,191 shares
    Change vs previous 13F +418 shares

    0.32% of the 13F portfolio, value $318,129.

    13F-HR 0001754960-25-000271 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,773 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $298,098.

    13F-HR 0001754960-25-000006 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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