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Ledgewood Wealth Advisors, LLC: DFCF position timeline

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

Ledgewood Wealth Advisors, LLC held 235,277 DFCF 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 235,277 shares
    Change vs previous 13F -25 shares

    5.2% of the 13F portfolio, value $9,439,314.

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

  2. period ended2026-06-30
    13F 235,302 shares
    Change vs previous 13F -14,017 shares

    5.27% of the 13F portfolio, value $9,932,099.

    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 249,319 shares
    Change vs previous 13F -850 shares

    5.92% of the 13F portfolio, value $10,526,246.

    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 250,169 shares
    Change vs previous 13F +4,200 shares

    6.13% of the 13F portfolio, value $10,647,207.

    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 245,969 shares
    Change vs previous 13F -16,664 shares

    6.22% of the 13F portfolio, value $10,517,644.

    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 262,633 shares
    Change vs previous 13F -14,600 shares

    6.99% of the 13F portfolio, value $11,098,866.

    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 277,233 shares
    Change vs previous 13F -5,124 shares

    7.52% of the 13F portfolio, value $11,660,428.

    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 282,357 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $11,652,861.

    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).