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MPWM ADVISORY SOLUTIONS, LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MPWM ADVISORY SOLUTIONS, LLC on DFAS, newest first. How the timeline and the estimate are built.

MPWM ADVISORY SOLUTIONS, LLC held 6,824 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,824 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $561,856.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, LLC
    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 6,818 shares
    Change vs previous 13F +71 shares

    0.26% of the 13F portfolio, value $484,956.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, LLC
    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 6,747 shares
    Change vs previous 13F +23 shares

    0.26% of the 13F portfolio, value $470,089.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,724 shares
    Change vs previous 13F +81 shares

    0.27% of the 13F portfolio, value $460,315.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,643 shares
    Change vs previous 13F +5 shares

    0.27% of the 13F portfolio, value $423,255.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,638 shares
    Change vs previous 13F +4 shares

    0.29% of the 13F portfolio, value $396,637.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, LLC
    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 6,634 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $431,746.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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