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Kondo Wealth Advisors, Inc.: DFUS position timeline

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

Kondo Wealth Advisors, Inc. held 106,652 DFUS 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 106,652 shares
    Change vs previous 13F -461 shares

    2.92% of the 13F portfolio, value $8,739,193.

    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 107,113 shares
    Change vs previous 13F -79 shares

    2.86% of the 13F portfolio, value $7,595,564.

    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 107,192 shares
    Change vs previous 13F -1,451 shares

    3.04% of the 13F portfolio, value $7,953,659.

    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 108,643 shares
    Change vs previous 13F -4,302 shares

    3.17% of the 13F portfolio, value $7,870,128.

    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 112,945 shares
    Change vs previous 13F +301 shares

    3.34% of the 13F portfolio, value $7,568,529.

    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 112,644 shares
    Change vs previous 13F -2,001 shares

    3.36% of the 13F portfolio, value $6,812,740.

    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 114,645 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $7,308,645.

    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).