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EQ WEALTH ADVISORS, LLC: DFSV position timeline

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

EQ WEALTH ADVISORS, LLC held 215,024 DFSV 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 215,024 shares
    Change vs previous 13F -8,134 shares

    4.58% of the 13F portfolio, value $8,340,786.

    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 223,158 shares
    Change vs previous 13F +1,398 shares

    4.57% of the 13F portfolio, value $7,819,454.

    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 221,760 shares
    Change vs previous 13F -10,104 shares

    4.31% of the 13F portfolio, value $7,293,677.

    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 231,864 shares
    Change vs previous 13F -3,036 shares

    4.85% of the 13F portfolio, value $7,382,552.

    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 234,900 shares
    Change vs previous 13F +19,776 shares

    4.71% of the 13F portfolio, value $6,913,101.

    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 215,124 shares
    Change vs previous 13F +36,755 shares

    4.82% of the 13F portfolio, value $6,055,728.

    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 178,369 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $5,490,201.

    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).