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Disclosery

Chico Wealth RIA: DFAX position timeline

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

Chico Wealth RIA held 9,791 DFAX 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 9,791 shares
    Change vs previous 13F +54 shares

    0.19% of the 13F portfolio, value $360,685.

    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 9,737 shares
    Change vs previous 13F +9 shares

    0.2% of the 13F portfolio, value $330,771.

    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 9,728 shares
    Change vs previous 13F +352 shares

    0.21% of the 13F portfolio, value $318,407.

    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 9,376 shares
    Change vs previous 13F +324 shares

    0.2% of the 13F portfolio, value $294,220.

    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 9,052 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $265,857.

    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 9,052 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $237,162.

    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 9,052 shares
    Change vs previous 13F +793 shares

    0.2% of the 13F portfolio, value $225,033.

    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 8,259 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $223,076.

    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).