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EQ WEALTH ADVISORS, LLC: DFIV position timeline

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

EQ WEALTH ADVISORS, LLC held 195,764 DFIV 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 195,764 shares
    Change vs previous 13F -5,803 shares

    5.81% of the 13F portfolio, value $10,575,148.

    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 201,567 shares
    Change vs previous 13F +16,703 shares

    6.22% of the 13F portfolio, value $10,638,682.

    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 184,864 shares
    Change vs previous 13F -9,031 shares

    5.45% of the 13F portfolio, value $9,224,733.

    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 193,895 shares
    Change vs previous 13F +13,301 shares

    5.88% of the 13F portfolio, value $8,942,439.

    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 180,594 shares
    Change vs previous 13F +33,621 shares

    5.27% of the 13F portfolio, value $7,734,841.

    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 146,973 shares
    Change vs previous 13F +35,941 shares

    4.61% of the 13F portfolio, value $5,784,866.

    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 111,032 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $3,939,403.

    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).