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Disclosery

David Wealth Management LLC: DFUS position timeline

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

David Wealth Management LLC held 195,364 DFUS shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 195,364 shares
    Change vs previous 13F +11,960 shares

    9.75% of the 13F portfolio, value $13,093,263.

    13F-HR 0001172661-25-002680 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 183,404 shares
    Change vs previous 13F +2,667 shares

    9.28% of the 13F portfolio, value $11,092,252.

    13F-HR 0001172661-25-001498 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 180,737 shares
    Change vs previous 13F not available

    9.52% of the 13F portfolio, value $11,521,999.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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