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Disclosery

CWS Financial Advisors, LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWS Financial Advisors, LLC on DFUS, newest first. How the timeline and the estimate are built.

CWS Financial Advisors, LLC held 586,781 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 586,781 shares
    Change vs previous 13F +143,645 shares

    10.67% of the 13F portfolio, value $48,080,799.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, LLC
    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 443,136 shares
    Change vs previous 13F +407,062 shares

    8.05% of the 13F portfolio, value $31,422,753.

    13F-HR 0001104659-26-049318 filed by CWS Financial Advisors, LLC
    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 36,074 shares
    Change vs previous 13F +28,318 shares

    0.73% of the 13F portfolio, value $2,675,575.

    13F-HR 0001104659-26-011365 filed by CWS Financial Advisors, LLC
    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 7,756 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $561,860.

    13F-HR 0001104659-25-106015 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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