Skip to content
Disclosery

Wade Financial Advisory, Inc: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on DFAS, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 42,167 DFAS shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 42,167 shares
    Change vs previous 13F -36 shares

    0.86% of the 13F portfolio, value $2,519,478.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 42,203 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $2,746,571.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 42,203 shares
    Change vs previous 13F -1,850 shares

    0.92% of the 13F portfolio, value $2,737,287.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 44,053 shares
    Change vs previous 13F -34 shares

    0.95% of the 13F portfolio, value $2,646,704.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 44,087 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $2,748,384.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 44,087 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,628,467.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 44,087 shares
    Change vs previous 13F -140 shares

    0.99% of the 13F portfolio, value $2,314,127.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 44,227 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,423,640.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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