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Kondo Wealth Advisors, Inc.: DFAS position timeline

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

Kondo Wealth Advisors, Inc. held 65,648 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,648 shares
    Change vs previous 13F -292 shares

    1.81% of the 13F portfolio, value $5,405,595.

    13F-HR 0001172661-26-002722 filed by Kondo 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 65,940 shares
    Change vs previous 13F -152 shares

    1.77% of the 13F portfolio, value $4,690,393.

    13F-HR 0001172661-26-001652 filed by Kondo 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 66,092 shares
    Change vs previous 13F +93 shares

    1.76% of the 13F portfolio, value $4,607,663.

    13F-HR 0001172661-26-000403 filed by Kondo 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 65,999 shares
    Change vs previous 13F -1,899 shares

    1.82% of the 13F portfolio, value $4,518,386.

    13F-HR 0001172661-25-004585 filed by Kondo 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 67,898 shares
    Change vs previous 13F +576 shares

    1.94% of the 13F portfolio, value $4,393,097.

    13F-HR 0001172661-25-002771 filed by Kondo 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 67,322 shares
    Change vs previous 13F -144 shares

    1.98% of the 13F portfolio, value $4,022,571.

    13F-HR 0001172661-25-002441 filed by Kondo 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 67,466 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $4,390,831.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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