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EQ WEALTH ADVISORS, LLC: DFEV position timeline

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

EQ WEALTH ADVISORS, LLC held 114,988 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,988 shares
    Change vs previous 13F -1,876 shares

    2.7% of the 13F portfolio, value $4,906,206.

    13F-HR 0001986152-26-000095 filed by EQ 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 116,864 shares
    Change vs previous 13F +7,161 shares

    2.44% of the 13F portfolio, value $4,181,380.

    13F-HR 0001986152-26-000052 filed by EQ 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 109,703 shares
    Change vs previous 13F +4,404 shares

    2.19% of the 13F portfolio, value $3,701,376.

    13F-HR 0001986152-26-000004 filed by EQ 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 105,299 shares
    Change vs previous 13F +3,839 shares

    2.21% of the 13F portfolio, value $3,357,985.

    13F-HR 0002047572-25-000002 filed by EQ 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 101,460 shares
    Change vs previous 13F +15,748 shares

    2.07% of the 13F portfolio, value $3,042,779.

    13F-HR 0001986152-25-000049 filed by EQ 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 85,712 shares
    Change vs previous 13F +29,898 shares

    1.85% of the 13F portfolio, value $2,318,514.

    13F-HR 0001986152-25-000029 filed by EQ 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 55,814 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,462,890.

    13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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