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Kondo Wealth Advisors, Inc.: DFIV position timeline

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

Kondo Wealth Advisors, Inc. held 156,917 DFIV 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 156,917 shares
    Change vs previous 13F -3,187 shares

    2.83% of the 13F portfolio, value $8,476,755.

    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 160,104 shares
    Change vs previous 13F -6,757 shares

    3.18% of the 13F portfolio, value $8,450,355.

    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 166,861 shares
    Change vs previous 13F -2,173 shares

    3.19% of the 13F portfolio, value $8,328,336.

    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 169,034 shares
    Change vs previous 13F -7,645 shares

    3.14% of the 13F portfolio, value $7,795,912.

    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 176,679 shares
    Change vs previous 13F -4,242 shares

    3.35% of the 13F portfolio, value $7,576,077.

    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 180,921 shares
    Change vs previous 13F -2,089 shares

    3.51% of the 13F portfolio, value $7,121,106.

    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 183,010 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $6,493,241.

    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).