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FinDec Wealth Services, Inc.: DFAE position timeline

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

FinDec Wealth Services, Inc. held 53,004 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,004 shares
    Change vs previous 13F -8,829 shares

    2.52% of the 13F portfolio, value $2,131,283.

    13F-HR 0001172661-26-003109 filed by FinDec Wealth Services, 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 61,833 shares
    Change vs previous 13F -9,383 shares

    2.56% of the 13F portfolio, value $2,093,661.

    13F-HR 0001172661-26-001601 filed by FinDec Wealth Services, 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 71,216 shares
    Change vs previous 13F -6,989 shares

    2.49% of the 13F portfolio, value $2,319,496.

    13F-HR 0001172661-26-000532 filed by FinDec Wealth Services, 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 78,205 shares
    Change vs previous 13F -12,844 shares

    2.55% of the 13F portfolio, value $2,465,803.

    13F-HR 0001172661-25-004389 filed by FinDec Wealth Services, 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 91,049 shares
    Change vs previous 13F -21,374 shares

    2.76% of the 13F portfolio, value $2,635,883.

    13F-HR 0001172661-25-002708 filed by FinDec Wealth Services, 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 112,423 shares
    Change vs previous 13F -111,391 shares

    2.88% of the 13F portfolio, value $2,910,638.

    13F-HR 0001172661-25-002097 filed by FinDec Wealth Services, 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 223,814 shares
    Change vs previous 13F -21,508 shares

    3.94% of the 13F portfolio, value $5,678,172.

    13F-HR 0001172661-25-001071 filed by FinDec Wealth Services, 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 245,322 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $6,724,279.

    13F-HR 0001172661-24-004828 filed by FinDec Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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