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Henrickson Nauta Wealth Advisors, Inc.: DFAX position timeline

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

Henrickson Nauta Wealth Advisors, Inc. held 231,888 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,888 shares
    Change vs previous 13F -400 shares

    2.08% of the 13F portfolio, value $8,542,751.

    13F-HR 0001951757-26-000941 filed by Henrickson Nauta Wealth Advisors, 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 232,288 shares
    Change vs previous 13F -236,320 shares

    2.21% of the 13F portfolio, value $7,890,821.

    13F-HR 0001951757-26-000623 filed by Henrickson Nauta Wealth Advisors, 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 468,608 shares
    Change vs previous 13F +234,374 shares

    2.32% of the 13F portfolio, value $15,735,852.

    13F-HR 0001951757-26-000021 filed by Henrickson Nauta Wealth Advisors, 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 234,234 shares
    Change vs previous 13F -11,794 shares

    2.33% of the 13F portfolio, value $7,350,261.

    13F-HR 0001951757-25-001164 filed by Henrickson Nauta Wealth Advisors, 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 246,028 shares
    Change vs previous 13F -1,376 shares

    2.5% of the 13F portfolio, value $7,225,840.

    13F-HR 0001951757-25-000584 filed by Henrickson Nauta Wealth Advisors, 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 247,404 shares
    Change vs previous 13F -24,157 shares

    2.49% of the 13F portfolio, value $6,086,137.

    13F-HR 0001951757-25-000352 filed by Henrickson Nauta Wealth Advisors, 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 271,561 shares
    Change vs previous 13F -1,146 shares

    2.74% of the 13F portfolio, value $6,751,005.

    13F-HR 0001951757-25-000017 filed by Henrickson Nauta Wealth Advisors, 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 272,707 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $7,365,829.

    13F-HR 0001951757-24-001015 filed by Henrickson Nauta Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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