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Ledgewood Wealth Advisors, LLC: DFAU position timeline

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

Ledgewood Wealth Advisors, LLC held 308,998 DFAU 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 308,998 shares
    Change vs previous 13F -9,176 shares

    8.92% of the 13F portfolio, value $16,179,153.

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

  2. period ended2026-06-30
    13F 318,174 shares
    Change vs previous 13F -7,442 shares

    8.73% of the 13F portfolio, value $16,446,428.

    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 325,616 shares
    Change vs previous 13F +1,501 shares

    8.27% of the 13F portfolio, value $14,691,772.

    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 324,115 shares
    Change vs previous 13F -8,463 shares

    8.74% of the 13F portfolio, value $15,168,577.

    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 332,578 shares
    Change vs previous 13F -3,522 shares

    9.01% of the 13F portfolio, value $15,218,759.

    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 336,100 shares
    Change vs previous 13F -1,584 shares

    8.97% of the 13F portfolio, value $14,237,184.

    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 337,684 shares
    Change vs previous 13F -2,722 shares

    8.37% of the 13F portfolio, value $12,980,585.

    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 340,406 shares
    Change vs previous 13F not available

    8.9% of the 13F portfolio, value $13,783,048.

    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).