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Kondo Wealth Advisors, Inc.: DWM position timeline

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

Kondo Wealth Advisors, Inc. held 15,412 DWM 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 15,412 shares
    Change vs previous 13F -243 shares

    0.38% of the 13F portfolio, value $1,128,440.

    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 15,655 shares
    Change vs previous 13F -452 shares

    0.41% of the 13F portfolio, value $1,094,195.

    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 16,107 shares
    Change vs previous 13F -1,216 shares

    0.42% of the 13F portfolio, value $1,107,625.

    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 17,323 shares
    Change vs previous 13F +19 shares

    0.46% of the 13F portfolio, value $1,147,164.

    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 17,304 shares
    Change vs previous 13F -866 shares

    0.49% of the 13F portfolio, value $1,100,330.

    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 18,170 shares
    Change vs previous 13F +176 shares

    0.52% of the 13F portfolio, value $1,056,728.

    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 17,994 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $948,211.

    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).