USAdvisors Wealth Management, LLC: DFAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USAdvisors Wealth Management, LLC on DFAS, newest first. How the timeline and the estimate are built.
USAdvisors Wealth Management, LLC held 21,246 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 21,246 sharesChange vs previous 13F +1,515 shares
0.5% of the 13F portfolio, value $1,749,000.
13F-HR 0001735605-26-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,731 sharesChange vs previous 13F -170 shares
0.45% of the 13F portfolio, value $1,365,000.
13F-HR 0001735605-26-000002 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,901 sharesChange vs previous 13F -114 shares
0.46% of the 13F portfolio, value $1,386,000.
13F-HR 0001735605-26-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,015 sharesChange vs previous 13F +283 shares
0.47% of the 13F portfolio, value $1,370,000.
13F-HR 0001735605-25-000007 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,732 sharesChange vs previous 13F +389 shares
0.47% of the 13F portfolio, value $1,257,000.
13F-HR 0001735605-25-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,343 sharesChange vs previous 13F +27 shares
0.4% of the 13F portfolio, value $1,155,000.
13F-HR 0001735605-25-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,316 sharesChange vs previous 13F +1,100 shares
0.41% of the 13F portfolio, value $1,257,000.
13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,216 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $1,178,000.
13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).