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Strata Wealth Advisors, LLC: DFEV position timeline

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

Strata Wealth Advisors, LLC held 455,010 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 455,010 shares
    Change vs previous 13F +43,100 shares

    4.73% of the 13F portfolio, value $19,413,960.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 411,910 shares
    Change vs previous 13F -9,871 shares

    4.04% of the 13F portfolio, value $14,738,148.

    13F-HR 0001946237-26-000003 filed by Strata 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 ended2025-12-31
    13F 421,781 shares
    Change vs previous 13F -59,155 shares

    3.96% of the 13F portfolio, value $14,230,891.

    13F-HR 0001946237-26-000002 filed by Strata 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 ended2025-09-30
    13F 480,936 shares
    Change vs previous 13F -56,911 shares

    4.05% of the 13F portfolio, value $15,337,035.

    13F-HR 0001946237-25-000008 filed by Strata 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 ended2025-06-30
    13F 537,847 shares
    Change vs previous 13F +61,444 shares

    4.44% of the 13F portfolio, value $16,130,023.

    13F-HR 0001946237-25-000007 filed by Strata 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 ended2025-03-31
    13F 476,403 shares
    Change vs previous 13F +439,512 shares

    4.01% of the 13F portfolio, value $12,886,692.

    13F-HR 0001946237-25-000005 filed by Strata 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 ended2024-12-31
    13F 36,891 shares
    Change vs previous 13F +2,820 shares

    0.3% of the 13F portfolio, value $966,924.

    13F-HR 0001946237-25-000001 filed by Strata 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 ended2024-09-30
    13F 34,071 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $969,674.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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