Skip to content
Disclosery

Chico Wealth RIA: DFAI position timeline

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

Chico Wealth RIA held 1,016,596 DFAI 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 1,016,596 shares
    Change vs previous 13F +14,980 shares

    21.85% of the 13F portfolio, value $41,934,593.

    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 1,001,616 shares
    Change vs previous 13F +29,440 shares

    23.84% of the 13F portfolio, value $39,022,976.

    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 972,176 shares
    Change vs previous 13F +49,651 shares

    24.14% of the 13F portfolio, value $37,049,620.

    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 922,525 shares
    Change vs previous 13F +19,270 shares

    22.79% of the 13F portfolio, value $33,533,770.

    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 903,255 shares
    Change vs previous 13F -21,101 shares

    24.7% of the 13F portfolio, value $31,225,525.

    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 924,356 shares
    Change vs previous 13F +19,882 shares

    25.05% of the 13F portfolio, value $28,867,638.

    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 904,474 shares
    Change vs previous 13F +45,889 shares

    23.09% of the 13F portfolio, value $26,410,641.

    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 858,585 shares
    Change vs previous 13F not available

    23.34% of the 13F portfolio, value $27,285,831.

    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).