Skip to content
Disclosery

Great Point Wealth Advisors, LLC: DFAS position timeline

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

Great Point Wealth Advisors, LLC held 37,519 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,519 shares
    Change vs previous 13F -204 shares

    0.5% of the 13F portfolio, value $3,089,314.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 37,723 shares
    Change vs previous 13F -482 shares

    0.5% of the 13F portfolio, value $2,683,255.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, 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 38,205 shares
    Change vs previous 13F -214 shares

    0.49% of the 13F portfolio, value $2,661,760.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, 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 38,419 shares
    Change vs previous 13F -675 shares

    0.49% of the 13F portfolio, value $2,630,182.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 39,094 shares
    Change vs previous 13F -144 shares

    0.51% of the 13F portfolio, value $2,335,837.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 39,238 shares
    Change vs previous 13F -684 shares

    0.56% of the 13F portfolio, value $2,553,577.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 39,922 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,589,308.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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