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Wade Financial Advisory, Inc: DMXF position timeline

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

Wade Financial Advisory, Inc held 20,865 DMXF 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 20,865 shares
    Change vs previous 13F +440 shares

    0.48% of the 13F portfolio, value $1,405,033.

    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 20,425 shares
    Change vs previous 13F -525 shares

    0.45% of the 13F portfolio, value $1,319,848.

    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 20,950 shares
    Change vs previous 13F +3,739 shares

    0.51% of the 13F portfolio, value $1,509,267.

    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 17,211 shares
    Change vs previous 13F -131 shares

    0.42% of the 13F portfolio, value $1,160,527.

    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 17,342 shares
    Change vs previous 13F -185 shares

    0.43% of the 13F portfolio, value $1,181,543.

    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 17,527 shares
    Change vs previous 13F +12 shares

    0.42% of the 13F portfolio, value $1,119,655.

    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 17,515 shares
    Change vs previous 13F +2,060 shares

    0.43% of the 13F portfolio, value $999,931.

    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 15,455 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $941,364.

    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).