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Ledgewood Wealth Advisors, LLC: DFAI position timeline

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

Ledgewood Wealth Advisors, LLC held 286,133 DFAI 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 286,133 shares
    Change vs previous 13F -3,016 shares

    6.53% of the 13F portfolio, value $11,854,473.

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

  2. period ended2026-06-30
    13F 289,149 shares
    Change vs previous 13F +4,029 shares

    6.33% of the 13F portfolio, value $11,927,410.

    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 285,120 shares
    Change vs previous 13F -503 shares

    6.25% of the 13F portfolio, value $11,108,257.

    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 285,623 shares
    Change vs previous 13F -3,810 shares

    6.27% of the 13F portfolio, value $10,885,081.

    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 289,433 shares
    Change vs previous 13F -6,426 shares

    6.23% of the 13F portfolio, value $10,520,907.

    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 295,859 shares
    Change vs previous 13F -14,208 shares

    6.44% of the 13F portfolio, value $10,227,840.

    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 310,067 shares
    Change vs previous 13F -29,662 shares

    6.25% of the 13F portfolio, value $9,683,381.

    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 339,729 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $9,920,088.

    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).