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TOBIAS FINANCIAL ADVISORS, INC.: DWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on DWM, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 38,077 DWM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 38,077 shares
    Change vs previous 13F -1,063 shares

    0.35% of the 13F portfolio, value $2,787,762.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 39,140 shares
    Change vs previous 13F -13,654 shares

    0.38% of the 13F portfolio, value $2,735,538.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 52,794 shares
    Change vs previous 13F -3,099 shares

    0.51% of the 13F portfolio, value $3,630,126.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 55,893 shares
    Change vs previous 13F -1,582 shares

    0.56% of the 13F portfolio, value $3,701,105.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 57,475 shares
    Change vs previous 13F -3,616 shares

    0.63% of the 13F portfolio, value $3,653,106.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 61,091 shares
    Change vs previous 13F -1,556 shares

    0.69% of the 13F portfolio, value $3,552,754.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 62,647 shares
    Change vs previous 13F -1,732 shares

    0.66% of the 13F portfolio, value $3,301,159.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 64,379 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,705,443.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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