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USAdvisors Wealth Management, LLC: DFSD position timeline

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

USAdvisors Wealth Management, LLC held 18,302 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,302 shares
    Change vs previous 13F -168 shares

    0.25% of the 13F portfolio, value $873,000.

    13F-HR 0001735605-26-000003 filed by USAdvisors Wealth Management, 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 18,470 shares
    Change vs previous 13F +170 shares

    0.29% of the 13F portfolio, value $881,000.

    13F-HR 0001735605-26-000002 filed by USAdvisors Wealth Management, 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 18,300 shares
    Change vs previous 13F +753 shares

    0.29% of the 13F portfolio, value $877,000.

    13F-HR 0001735605-26-000001 filed by USAdvisors Wealth Management, 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 17,547 shares
    Change vs previous 13F -339 shares

    0.29% of the 13F portfolio, value $845,000.

    13F-HR 0001735605-25-000007 filed by USAdvisors Wealth Management, 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 17,886 shares
    Change vs previous 13F -509 shares

    0.32% of the 13F portfolio, value $858,000.

    13F-HR 0001735605-25-000004 filed by USAdvisors Wealth Management, 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 18,395 shares
    Change vs previous 13F +38 shares

    0.3% of the 13F portfolio, value $874,000.

    13F-HR 0001735605-25-000003 filed by USAdvisors Wealth Management, 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 18,357 shares
    Change vs previous 13F +558 shares

    0.28% of the 13F portfolio, value $860,000.

    13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, 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 17,799 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $850,000.

    13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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