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Disclosery

Chico Wealth RIA: DFEM position timeline

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

Chico Wealth RIA held 18,235 DFEM 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 18,235 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $741,070.

    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 18,235 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $630,019.

    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 18,235 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $603,214.

    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 18,235 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $584,796.

    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 18,235 shares
    Change vs previous 13F +1,007 shares

    0.43% of the 13F portfolio, value $541,215.

    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 17,228 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $455,853.

    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 17,228 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $451,201.

    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 17,228 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $484,968.

    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).