PALO ALTO WEALTH ADVISORS, LLC: DASH position timeline

PALO ALTO WEALTH ADVISORS, LLC held 12,073 DASH shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 12,073 shares

   Change vs previous 13F +14 shares

   0.71% of the 13F portfolio, value $2,422,206.

   13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 12,059 shares

   Change vs previous 13F +2 shares

   1.12% of the 13F portfolio, value $2,972,664.

   13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 12,057 shares

   Change vs previous 13F +54 shares

   0.93% of the 13F portfolio, value $2,384,875.

   13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 12,003 shares

   Change vs previous 13F +3 shares

   0.71% of the 13F portfolio, value $2,013,503.

   13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 12,000 shares

   Change vs previous 13F not available

   0.76% of the 13F portfolio, value $1,834,680.

   13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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