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Disclosery

RVW Wealth, LLC: DFAI position timeline

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

RVW Wealth, LLC held 1,383,038 DFAI shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,383,038 shares
    Change vs previous 13F -144,585 shares

    3.68% of the 13F portfolio, value $57,299,266.

    13F-HR 0001756543-26-000005 filed by RVW Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,527,623 shares
    Change vs previous 13F +71,135 shares

    4.15% of the 13F portfolio, value $63,014,455.

    13F-HR 0001756543-26-000003 filed by RVW Wealth, 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 1,456,488 shares
    Change vs previous 13F -37,987 shares

    4.42% of the 13F portfolio, value $56,744,782.

    13F-HR 0001756543-26-000002 filed by RVW Wealth, 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 1,494,475 shares
    Change vs previous 13F -6,225 shares

    4.35% of the 13F portfolio, value $56,954,437.

    13F-HR 0001756543-26-000001 filed by RVW Wealth, 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 1,500,700 shares
    Change vs previous 13F +18,816 shares

    4.26% of the 13F portfolio, value $54,550,458.

    13F-HR 0001756543-25-000009 filed by RVW Wealth, 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 1,481,884 shares
    Change vs previous 13F -36,796 shares

    4.35% of the 13F portfolio, value $51,228,738.

    13F-HR 0001756543-25-000007 filed by RVW Wealth, 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 1,518,680 shares
    Change vs previous 13F -338,553 shares

    4.47% of the 13F portfolio, value $47,428,364.

    13F-HR 0001756543-25-000006 filed by RVW Wealth, 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 1,857,233 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $54,231,213.

    13F-HR 0001756543-25-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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