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Disclosery

FinDec Wealth Services, Inc.: DFLV position timeline

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

FinDec Wealth Services, Inc. held 276,532 DFLV 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 276,532 shares
    Change vs previous 13F -8,495 shares

    12.92% of the 13F portfolio, value $10,934,095.

    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 285,027 shares
    Change vs previous 13F -59,694 shares

    12.45% of the 13F portfolio, value $10,178,313.

    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 344,721 shares
    Change vs previous 13F -23,558 shares

    12.65% of the 13F portfolio, value $11,792,896.

    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 368,279 shares
    Change vs previous 13F -5,366 shares

    12.55% of the 13F portfolio, value $12,116,382.

    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 373,645 shares
    Change vs previous 13F -17,128 shares

    12.12% of the 13F portfolio, value $11,590,459.

    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 390,773 shares
    Change vs previous 13F +111,620 shares

    11.81% of the 13F portfolio, value $11,945,937.

    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 279,153 shares
    Change vs previous 13F -42,764 shares

    5.82% of the 13F portfolio, value $8,382,959.

    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 321,917 shares
    Change vs previous 13F not available

    5.76% of the 13F portfolio, value $9,918,253.

    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).