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Disclosery

Wealth Advisory Team LLC: DBEF position timeline

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

Wealth Advisory Team LLC held 223,278 DBEF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,278 shares
    Change vs previous 13F +277 shares

    9.92% of the 13F portfolio, value $12,197,702.

    13F-HR 0002039196-26-000004 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 223,001 shares
    Change vs previous 13F +5,744 shares

    9.48% of the 13F portfolio, value $10,728,580.

    13F-HR 0002039196-26-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 217,257 shares
    Change vs previous 13F not available

    8.89% of the 13F portfolio, value $9,504,977.

    13F-HR 0002039196-25-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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