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EARNED WEALTH ADVISORS, LLC: DFAX position timeline

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

EARNED WEALTH ADVISORS, LLC held 137,972 DFAX 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 137,972 shares
    Change vs previous 13F -208 shares

    0.33% of the 13F portfolio, value $5,082,901.

    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 138,180 shares
    Change vs previous 13F -1,019 shares

    0.31% of the 13F portfolio, value $4,693,989.

    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 139,199 shares
    Change vs previous 13F -3,033 shares

    0.32% of the 13F portfolio, value $4,555,975.

    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 142,232 shares
    Change vs previous 13F -2,568 shares

    0.74% of the 13F portfolio, value $4,463,242.

    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 144,800 shares
    Change vs previous 13F -1,085 shares

    0.83% of the 13F portfolio, value $4,252,789.

    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 145,885 shares
    Change vs previous 13F +5,638 shares

    0.84% of the 13F portfolio, value $3,822,175.

    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 140,247 shares
    Change vs previous 13F -370 shares

    1.12% of the 13F portfolio, value $3,486,541.

    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 140,617 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,798,056.

    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).