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Sharp Wealth Advisory, LLC: DBA position timeline

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

Sharp Wealth Advisory, LLC held 12,950 DBA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,950 shares
    Change vs previous 13F -1,500 shares

    0.16% of the 13F portfolio, value $345,376.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 14,450 shares
    Change vs previous 13F -2,600 shares

    0.19% of the 13F portfolio, value $394,774.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 17,050 shares
    Change vs previous 13F +1,150 shares

    0.22% of the 13F portfolio, value $435,116.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 15,900 shares
    Change vs previous 13F -3,300 shares

    0.23% of the 13F portfolio, value $425,484.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 19,200 shares
    Change vs previous 13F +1,200 shares

    0.32% of the 13F portfolio, value $502,080.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 18,000 shares
    Change vs previous 13F -2,000 shares

    0.36% of the 13F portfolio, value $474,120.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 20,000 shares
    Change vs previous 13F -1,100 shares

    0.4% of the 13F portfolio, value $531,800.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,100 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $550,499.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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