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Ledgewood Wealth Advisors, LLC: DFAE position timeline

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

Ledgewood Wealth Advisors, LLC held 147,473 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 147,473 shares
    Change vs previous 13F -32 shares

    3.19% of the 13F portfolio, value $5,797,169.

    13F-HR 0001085146-26-000845 filed by Ledgewood Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 147,505 shares
    Change vs previous 13F +9,507 shares

    3.15% of the 13F portfolio, value $5,931,175.

    13F-HR 0002064043-26-000003 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 137,998 shares
    Change vs previous 13F -205 shares

    2.63% of the 13F portfolio, value $4,672,625.

    13F-HR 0002064043-26-000002 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 138,203 shares
    Change vs previous 13F -7,568 shares

    2.59% of the 13F portfolio, value $4,501,266.

    13F-HR 0002064043-26-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 145,771 shares
    Change vs previous 13F -7,312 shares

    2.72% of the 13F portfolio, value $4,596,150.

    13F-HR 0002064043-25-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 153,083 shares
    Change vs previous 13F -5,414 shares

    2.79% of the 13F portfolio, value $4,431,746.

    13F-HR 0001085146-25-003977 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 158,497 shares
    Change vs previous 13F -14,387 shares

    2.65% of the 13F portfolio, value $4,103,491.

    13F-HR 0001085146-25-002369 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 172,884 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $4,386,056.

    13F-HR 0001085146-25-002010 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).