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Disclosery

Dodds Wealth, LLC: DFAS position timeline

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

Dodds Wealth, LLC held 0 DFAS shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -13,002 shares

    13F-HR 0001973728-25-000005 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 13,002 shares
    Change vs previous 13F +984 shares

    0.25% of the 13F portfolio, value $776,873.

    13F-HR 0001973728-25-000003 filed by Dodds Wealth, 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 12,018 shares
    Change vs previous 13F -1,014 shares

    0.26% of the 13F portfolio, value $813,605.

    13F-HR 0001973728-25-000001 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 13,032 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $832,334.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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