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FinDec Wealth Services, Inc.: DFAU position timeline

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

FinDec Wealth Services, Inc. held 202,390 DFAU 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 202,390 shares
    Change vs previous 13F -12,272 shares

    12.36% of the 13F portfolio, value $10,461,539.

    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 214,662 shares
    Change vs previous 13F -31,508 shares

    11.84% of the 13F portfolio, value $9,685,531.

    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 246,170 shares
    Change vs previous 13F -17,753 shares

    12.36% of the 13F portfolio, value $11,520,757.

    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 263,923 shares
    Change vs previous 13F -18,178 shares

    12.5% of the 13F portfolio, value $12,077,117.

    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 282,101 shares
    Change vs previous 13F -30,970 shares

    12.5% of the 13F portfolio, value $11,949,783.

    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 313,071 shares
    Change vs previous 13F +37,715 shares

    11.9% of the 13F portfolio, value $12,034,438.

    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 275,356 shares
    Change vs previous 13F -54,607 shares

    7.74% of the 13F portfolio, value $11,149,184.

    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 329,963 shares
    Change vs previous 13F not available

    7.6% of the 13F portfolio, value $13,096,243.

    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).