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Disclosery

Chico Wealth RIA: DFSD position timeline

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

Chico Wealth RIA held 93,864 DFSD 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 93,864 shares
    Change vs previous 13F 0 shares

    2.34% of the 13F portfolio, value $4,482,006.

    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 93,864 shares
    Change vs previous 13F 0 shares

    2.75% of the 13F portfolio, value $4,494,208.

    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 93,864 shares
    Change vs previous 13F -84,628 shares

    2.93% of the 13F portfolio, value $4,500,779.

    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 178,492 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $8,601,529.

    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).