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Kondo Wealth Advisors, Inc.: DFUV position timeline

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

Kondo Wealth Advisors, Inc. held 140,456 DFUV 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 140,456 shares
    Change vs previous 13F -2,495 shares

    2.58% of the 13F portfolio, value $7,726,586.

    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 142,951 shares
    Change vs previous 13F -3,022 shares

    2.61% of the 13F portfolio, value $6,927,456.

    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 145,973 shares
    Change vs previous 13F -311 shares

    2.6% of the 13F portfolio, value $6,802,921.

    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 146,284 shares
    Change vs previous 13F -3,142 shares

    2.64% of the 13F portfolio, value $6,537,500.

    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 149,426 shares
    Change vs previous 13F +1,342 shares

    2.82% of the 13F portfolio, value $6,395,512.

    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 148,084 shares
    Change vs previous 13F -1,240 shares

    3.01% of the 13F portfolio, value $6,102,613.

    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 149,324 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $6,110,387.

    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).