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Disclosery

Fidato Wealth LLC: DFAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fidato Wealth LLC on DFAR, newest first. How the timeline and the estimate are built.

Fidato Wealth LLC held 543,699 DFAR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 543,699 shares
    Change vs previous 13F +11,218 shares

    8.31% of the 13F portfolio, value $14,223,174.

    13F-HR 0001172661-26-003019 filed by Fidato Wealth 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 532,481 shares
    Change vs previous 13F +9,064 shares

    8.18% of the 13F portfolio, value $12,593,179.

    13F-HR 0001711360-26-000003 filed by Fidato Wealth 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 523,417 shares
    Change vs previous 13F +32,758 shares

    7.66% of the 13F portfolio, value $11,986,869.

    13F-HR 0001711360-26-000001 filed by Fidato Wealth 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 490,659 shares
    Change vs previous 13F +29,615 shares

    7.69% of the 13F portfolio, value $11,702,218.

    13F-HR 0001711360-25-000007 filed by Fidato Wealth 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 461,044 shares
    Change vs previous 13F +31,635 shares

    7.73% of the 13F portfolio, value $10,816,093.

    13F-HR 0001711360-25-000004 filed by Fidato Wealth 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 429,409 shares
    Change vs previous 13F +11,511 shares

    7.81% of the 13F portfolio, value $10,207,048.

    13F-HR 0001711360-25-000003 filed by Fidato Wealth 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 417,898 shares
    Change vs previous 13F +26,997 shares

    7.29% of the 13F portfolio, value $9,724,478.

    13F-HR 0001711360-25-000001 filed by Fidato Wealth 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 390,901 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $10,022,701.

    13F-HR 0001711360-24-000006 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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