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Forza Wealth Management, LLC: DFAI position timeline

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

Forza Wealth Management, LLC held 314,766 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314,766 shares
    Change vs previous 13F +7,187 shares

    3.98% of the 13F portfolio, value $12,984,098.

    13F-HR 0001963030-26-000003 filed by Forza Wealth Management, 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 307,579 shares
    Change vs previous 13F +16,230 shares

    4.17% of the 13F portfolio, value $11,983,278.

    13F-HR 0001963030-26-000002 filed by Forza Wealth Management, 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 291,349 shares
    Change vs previous 13F +37,395 shares

    4.02% of the 13F portfolio, value $11,103,310.

    13F-HR 0001963030-26-000001 filed by Forza Wealth Management, 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 253,954 shares
    Change vs previous 13F +19,845 shares

    3.54% of the 13F portfolio, value $9,231,228.

    13F-HR 0001963030-25-000012 filed by Forza Wealth Management, 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 234,109 shares
    Change vs previous 13F +5,506 shares

    3.32% of the 13F portfolio, value $8,093,148.

    13F-HR 0001963030-25-000005 filed by Forza Wealth Management, 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 228,603 shares
    Change vs previous 13F +62 shares

    3.21% of the 13F portfolio, value $7,139,272.

    13F-HR 0001963030-25-000003 filed by Forza Wealth Management, 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 228,541 shares
    Change vs previous 13F +6,706 shares

    3.04% of the 13F portfolio, value $6,673,397.

    13F-HR 0001963030-25-000001 filed by Forza Wealth Management, 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 221,835 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $7,049,916.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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