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Disclosery

Chico Wealth RIA: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chico Wealth RIA on DFAE, newest first. How the timeline and the estimate are built.

Chico Wealth RIA held 466,601 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 466,601 shares
    Change vs previous 13F +490 shares

    9.78% of the 13F portfolio, value $18,762,027.

    13F-HR 0001926037-26-000004 filed by Chico Wealth RIA
    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 466,111 shares
    Change vs previous 13F +24,916 shares

    9.64% of the 13F portfolio, value $15,782,522.

    13F-HR 0001926037-26-000003 filed by Chico Wealth RIA
    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 441,195 shares
    Change vs previous 13F +35,075 shares

    9.36% of the 13F portfolio, value $14,369,724.

    13F-HR 0001926037-26-000002 filed by Chico Wealth RIA
    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 406,120 shares
    Change vs previous 13F +8,360 shares

    8.7% of the 13F portfolio, value $12,804,970.

    13F-HR 0001926037-25-000006 filed by Chico Wealth RIA
    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 397,760 shares
    Change vs previous 13F -3,756 shares

    9.11% of the 13F portfolio, value $11,515,152.

    13F-HR 0001926037-25-000003 filed by Chico Wealth RIA
    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 401,516 shares
    Change vs previous 13F +13,643 shares

    9.02% of the 13F portfolio, value $10,395,249.

    13F-HR 0001926037-25-000002 filed by Chico Wealth RIA
    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 387,873 shares
    Change vs previous 13F +11,615 shares

    8.6% of the 13F portfolio, value $9,840,338.

    13F-HR 0001926037-25-000001 filed by Chico Wealth RIA
    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 376,258 shares
    Change vs previous 13F not available

    8.82% of the 13F portfolio, value $10,313,232.

    13F-HR 0001926037-24-000004 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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