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Disclosery

Dodds Wealth, LLC: DFUS position timeline

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

Dodds Wealth, LLC held 27,464 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,464 shares
    Change vs previous 13F -915 shares

    0.51% of the 13F portfolio, value $2,250,414.

    13F-HR 0001973728-26-000004 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).

  2. period ended2026-03-31
    13F 28,379 shares
    Change vs previous 13F +41 shares

    0.49% of the 13F portfolio, value $2,012,343.

    13F-HR 0001973728-26-000003 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 ended2025-12-31
    13F 28,338 shares
    Change vs previous 13F +36 shares

    0.52% of the 13F portfolio, value $2,101,853.

    13F-HR 0001973728-26-000002 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 ended2025-09-30
    13F 28,302 shares
    Change vs previous 13F -36 shares

    0.51% of the 13F portfolio, value $2,050,188.

    13F-HR 0001973728-25-000007 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).

  5. period ended2025-06-30
    13F 28,338 shares
    Change vs previous 13F -190 shares

    0.51% of the 13F portfolio, value $1,899,231.

    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).

  6. period ended2025-03-31
    13F 28,528 shares
    Change vs previous 13F -168 shares

    0.56% of the 13F portfolio, value $1,725,359.

    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).

  7. period ended2024-12-31
    13F 28,696 shares
    Change vs previous 13F +57 shares

    0.61% of the 13F portfolio, value $1,898,784.

    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).

  8. period ended2024-09-30
    13F 28,639 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,787,380.

    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).