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Disclosery

FinDec Wealth Services, Inc.: DFAI position timeline

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

FinDec Wealth Services, Inc. held 173,603 DFAI 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 173,603 shares
    Change vs previous 13F -9,560 shares

    8.46% of the 13F portfolio, value $7,161,131.

    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 183,163 shares
    Change vs previous 13F -29,149 shares

    8.73% of the 13F portfolio, value $7,136,039.

    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 212,312 shares
    Change vs previous 13F -21,604 shares

    8.68% of the 13F portfolio, value $8,091,214.

    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 233,916 shares
    Change vs previous 13F -10,545 shares

    8.8% of the 13F portfolio, value $8,502,855.

    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 244,461 shares
    Change vs previous 13F -33,014 shares

    8.84% of the 13F portfolio, value $8,451,014.

    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 277,475 shares
    Change vs previous 13F +164,467 shares

    8.57% of the 13F portfolio, value $8,665,538.

    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 113,008 shares
    Change vs previous 13F -4,585 shares

    2.29% of the 13F portfolio, value $3,299,832.

    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 117,593 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,737,116.

    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).