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EARNED WEALTH ADVISORS, LLC: DFUS position timeline

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

EARNED WEALTH ADVISORS, LLC held 1,726,300 DFUS 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 1,726,300 shares
    Change vs previous 13F +35,047 shares

    9.13% of the 13F portfolio, value $141,453,030.

    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 1,691,253 shares
    Change vs previous 13F +208,107 shares

    8.02% of the 13F portfolio, value $119,926,762.

    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 1,483,146 shares
    Change vs previous 13F +1,298,394 shares

    7.8% of the 13F portfolio, value $110,004,903.

    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 184,752 shares
    Change vs previous 13F +2,843 shares

    2.2% of the 13F portfolio, value $13,383,426.

    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 181,909 shares
    Change vs previous 13F +12,692 shares

    2.39% of the 13F portfolio, value $12,191,542.

    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 169,217 shares
    Change vs previous 13F +4,184 shares

    2.25% of the 13F portfolio, value $10,234,215.

    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 165,033 shares
    Change vs previous 13F +2,588 shares

    3.36% of the 13F portfolio, value $10,520,869.

    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 162,445 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $10,104,069.

    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).