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Disclosery

FinDec Wealth Services, Inc.: DFAS position timeline

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

FinDec Wealth Services, Inc. held 2,495 DFAS 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 2,495 shares
    Change vs previous 13F -469 shares

    0.24% of the 13F portfolio, value $205,439.

    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 2,964 shares
    Change vs previous 13F -20 shares

    0.26% of the 13F portfolio, value $210,815.

    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 2,984 shares
    Change vs previous 13F -38 shares

    0.22% of the 13F portfolio, value $207,869.

    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 3,022 shares
    Change vs previous 13F -577 shares

    0.21% of the 13F portfolio, value $206,893.

    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 3,599 shares
    Change vs previous 13F -3,452 shares

    0.24% of the 13F portfolio, value $229,296.

    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 7,051 shares
    Change vs previous 13F -39,048 shares

    0.42% of the 13F portfolio, value $421,303.

    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 46,099 shares
    Change vs previous 13F -5,967 shares

    2.08% of the 13F portfolio, value $3,000,133.

    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 52,066 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $3,376,969.

    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).