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Kondo Wealth Advisors, Inc.: DFEM position timeline

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

Kondo Wealth Advisors, Inc. held 464,509 DFEM 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 464,509 shares
    Change vs previous 13F +5,751 shares

    6.31% of the 13F portfolio, value $18,877,767.

    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 458,758 shares
    Change vs previous 13F +4,695 shares

    5.97% of the 13F portfolio, value $15,850,123.

    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 454,063 shares
    Change vs previous 13F +17,060 shares

    5.75% of the 13F portfolio, value $15,020,528.

    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 437,003 shares
    Change vs previous 13F +21,357 shares

    5.65% of the 13F portfolio, value $14,014,734.

    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 415,646 shares
    Change vs previous 13F +20,531 shares

    5.46% of the 13F portfolio, value $12,369,639.

    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 395,115 shares
    Change vs previous 13F +29,652 shares

    5.15% of the 13F portfolio, value $10,454,778.

    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 365,463 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $9,571,494.

    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).