Skip to content
Disclosery

Broadway Wealth Solutions, Inc.: DFIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadway Wealth Solutions, Inc. on DFIS, newest first. How the timeline and the estimate are built.

Broadway Wealth Solutions, Inc. held 141,525 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,525 shares
    Change vs previous 13F +5,895 shares

    2.32% of the 13F portfolio, value $4,957,621.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    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 135,630 shares
    Change vs previous 13F -1,813 shares

    2.36% of the 13F portfolio, value $4,566,662.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    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 137,443 shares
    Change vs previous 13F +3,047 shares

    2.42% of the 13F portfolio, value $4,527,372.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 134,396 shares
    Change vs previous 13F +7,172 shares

    2.38% of the 13F portfolio, value $4,250,945.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 127,224 shares
    Change vs previous 13F +5,411 shares

    2.36% of the 13F portfolio, value $3,796,364.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 121,813 shares
    Change vs previous 13F +16,663 shares

    2.3% of the 13F portfolio, value $3,147,648.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    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 105,150 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,581,960.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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