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Forthright Family Wealth Advisory LLC: DFAU position timeline

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

Forthright Family Wealth Advisory LLC held 34,823 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,823 shares
    Change vs previous 13F -12,530 shares

    1.02% of the 13F portfolio, value $1,799,995.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory LLC
    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 47,353 shares
    Change vs previous 13F +12,628 shares

    1.16% of the 13F portfolio, value $1,730,279.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory LLC
    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 34,725 shares
    Change vs previous 13F +446 shares

    1.02% of the 13F portfolio, value $1,625,125.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory LLC
    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 34,279 shares
    Change vs previous 13F +12 shares

    0.96% of the 13F portfolio, value $1,568,602.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory LLC
    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 34,267 shares
    Change vs previous 13F -75 shares

    0.92% of the 13F portfolio, value $1,451,545.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory LLC
    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 34,342 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,320,102.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory LLC
    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 34,342 shares
    Change vs previous 13F -1,933 shares

    0.9% of the 13F portfolio, value $1,390,503.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory LLC
    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 36,275 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,535,879.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).