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Strata Wealth Advisors, LLC: DFIV position timeline

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

Strata Wealth Advisors, LLC held 43,093 DFIV 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 43,093 shares
    Change vs previous 13F +1,160 shares

    0.57% of the 13F portfolio, value $2,327,908.

    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 41,933 shares
    Change vs previous 13F -1,772 shares

    0.61% of the 13F portfolio, value $2,213,247.

    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 43,705 shares
    Change vs previous 13F -1,662 shares

    0.61% of the 13F portfolio, value $2,180,899.

    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 45,367 shares
    Change vs previous 13F -420 shares

    0.55% of the 13F portfolio, value $2,092,345.

    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 45,787 shares
    Change vs previous 13F +5,715 shares

    0.54% of the 13F portfolio, value $1,961,075.

    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 40,072 shares
    Change vs previous 13F +7,323 shares

    0.49% of the 13F portfolio, value $1,577,250.

    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 32,749 shares
    Change vs previous 13F +1,726 shares

    0.36% of the 13F portfolio, value $1,161,936.

    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 31,023 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,181,373.

    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).