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EARNED WEALTH ADVISORS, LLC: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EARNED WEALTH ADVISORS, LLC on DFAT, newest first. How the timeline and the estimate are built.

EARNED WEALTH ADVISORS, LLC held 1,505,769 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,505,769 shares
    Change vs previous 13F +10,258 shares

    6.8% of the 13F portfolio, value $105,253,221.

    13F-HR 0001905663-26-000006 filed by EARNED WEALTH 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 1,495,511 shares
    Change vs previous 13F +37,651 shares

    6.24% of the 13F portfolio, value $93,394,642.

    13F-HR 0001905663-26-000005 filed by EARNED WEALTH 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/A 1,457,860 shares
    Change vs previous 13F +710,659 shares

    6.15% of the 13F portfolio, value $86,800,994.

    13F-HR/A 0001905663-26-000002 filed by EARNED WEALTH 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 747,201 shares
    Change vs previous 13F -29,200 shares

    7.16% of the 13F portfolio, value $43,494,597.

    13F-HR 0001905663-25-000009 filed by EARNED WEALTH ADVISORS, 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 776,401 shares
    Change vs previous 13F -16,685 shares

    8.21% of the 13F portfolio, value $41,894,614.

    13F-HR 0001905663-25-000007 filed by EARNED WEALTH ADVISORS, 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 793,086 shares
    Change vs previous 13F -7,718 shares

    8.96% of the 13F portfolio, value $40,835,985.

    13F-HR 0001905663-25-000005 filed by EARNED WEALTH ADVISORS, 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 800,804 shares
    Change vs previous 13F -2,516 shares

    14.26% of the 13F portfolio, value $44,572,744.

    13F-HR 0001905663-25-000001 filed by EARNED WEALTH ADVISORS, 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 803,320 shares
    Change vs previous 13F not available

    13.59% of the 13F portfolio, value $44,688,690.

    13F-HR 0001905663-24-000003 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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