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Disclosery

FinDec Wealth Services, Inc.: DFIV position timeline

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

FinDec Wealth Services, Inc. held 5,432 DFIV 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 5,432 shares
    Change vs previous 13F -46 shares

    0.35% of the 13F portfolio, value $293,416.

    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 5,478 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $289,111.

    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 5,478 shares
    Change vs previous 13F -127 shares

    0.29% of the 13F portfolio, value $273,336.

    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 5,605 shares
    Change vs previous 13F -2,204 shares

    0.27% of the 13F portfolio, value $258,490.

    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 7,809 shares
    Change vs previous 13F -10,448 shares

    0.35% of the 13F portfolio, value $334,457.

    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 18,257 shares
    Change vs previous 13F -143,967 shares

    0.71% of the 13F portfolio, value $718,615.

    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 162,224 shares
    Change vs previous 13F -15,577 shares

    4% of the 13F portfolio, value $5,755,696.

    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 177,801 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $6,770,676.

    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).