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EARNED WEALTH ADVISORS, LLC: DFIV position timeline

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

EARNED WEALTH ADVISORS, LLC held 1,163,317 DFIV 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 1,163,317 shares
    Change vs previous 13F +152,731 shares

    4.06% of the 13F portfolio, value $62,842,363.

    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 1,010,586 shares
    Change vs previous 13F +346,617 shares

    3.57% of the 13F portfolio, value $53,338,732.

    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 663,969 shares
    Change vs previous 13F +120,002 shares

    2.35% of the 13F portfolio, value $33,132,035.

    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 543,967 shares
    Change vs previous 13F -19,782 shares

    4.13% of the 13F portfolio, value $25,087,778.

    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 563,749 shares
    Change vs previous 13F -2,143 shares

    4.73% of the 13F portfolio, value $24,145,380.

    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 565,892 shares
    Change vs previous 13F +1,991 shares

    4.89% of the 13F portfolio, value $22,273,517.

    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 563,901 shares
    Change vs previous 13F +8,766 shares

    6.4% of the 13F portfolio, value $20,007,195.

    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 555,135 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $21,139,535.

    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).