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Disclosery

StrongBox Wealth, LLC: DFAS position timeline

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

StrongBox Wealth, LLC held 9,037 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,037 shares
    Change vs previous 13F -650 shares

    0.21% of the 13F portfolio, value $744,107.

    13F-HR 0001812155-26-000002 filed by StrongBox Wealth, 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 9,687 shares
    Change vs previous 13F -4,760 shares

    0.22% of the 13F portfolio, value $689,036.

    13F-HR 0001172661-26-001636 filed by StrongBox 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 ended2025-12-31
    13F 14,447 shares
    Change vs previous 13F -4,775 shares

    0.33% of the 13F portfolio, value $1,006,522.

    13F-HR 0001172661-26-000233 filed by StrongBox 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 ended2025-09-30
    13F 19,222 shares
    Change vs previous 13F -17,766 shares

    0.45% of the 13F portfolio, value $1,315,942.

    13F-HR 0001172661-25-004182 filed by StrongBox 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 ended2025-06-30
    13F 36,988 shares
    Change vs previous 13F +1,039 shares

    0.89% of the 13F portfolio, value $2,356,549.

    13F-HR 0001172661-25-002507 filed by StrongBox 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 ended2025-03-31
    13F 35,949 shares
    Change vs previous 13F +2,028 shares

    0.9% of the 13F portfolio, value $2,147,970.

    13F-HR 0001172661-25-001754 filed by StrongBox 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 ended2024-12-31
    13F 33,921 shares
    Change vs previous 13F +5,692 shares

    0.93% of the 13F portfolio, value $2,207,582.

    13F-HR 0001172661-25-000188 filed by StrongBox 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 ended2024-09-30
    13F 28,229 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,830,903.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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