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Kondo Wealth Advisors, Inc.: DFSD position timeline

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

Kondo Wealth Advisors, Inc. held 327,035 DFSD 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 327,035 shares
    Change vs previous 13F +16,932 shares

    5.22% of the 13F portfolio, value $15,616,065.

    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 310,103 shares
    Change vs previous 13F +12,740 shares

    5.59% of the 13F portfolio, value $14,847,770.

    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 297,363 shares
    Change vs previous 13F +19,037 shares

    5.46% of the 13F portfolio, value $14,258,717.

    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 278,326 shares
    Change vs previous 13F +13,899 shares

    5.41% of the 13F portfolio, value $13,412,572.

    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 264,427 shares
    Change vs previous 13F +14,184 shares

    5.6% of the 13F portfolio, value $12,684,583.

    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 250,243 shares
    Change vs previous 13F +18,647 shares

    5.86% of the 13F portfolio, value $11,891,606.

    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 231,596 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $10,857,299.

    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).