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Disclosery

FAS Wealth Partners, Inc.: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAS Wealth Partners, Inc. on DFUS, newest first. How the timeline and the estimate are built.

FAS Wealth Partners, Inc. held 25,278 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,278 shares
    Change vs previous 13F +51 shares

    0.11% of the 13F portfolio, value $2,071,279.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 25,227 shares
    Change vs previous 13F +48 shares

    0.11% of the 13F portfolio, value $1,788,879.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 25,179 shares
    Change vs previous 13F +43 shares

    0.12% of the 13F portfolio, value $1,867,553.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 25,136 shares
    Change vs previous 13F +51 shares

    0.12% of the 13F portfolio, value $1,820,820.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 25,085 shares
    Change vs previous 13F +55 shares

    0.12% of the 13F portfolio, value $1,681,203.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 25,030 shares
    Change vs previous 13F -132 shares

    0.12% of the 13F portfolio, value $1,513,805.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 25,162 shares
    Change vs previous 13F +71 shares

    0.13% of the 13F portfolio, value $1,604,067.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 25,091 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,560,681.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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