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Disclosery

Wealth Advisory Team LLC: DFUS position timeline

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

Wealth Advisory Team LLC held 156,140 DFUS 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 156,140 shares
    Change vs previous 13F +3,990 shares

    10.4% of the 13F portfolio, value $12,794,074.

    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 152,150 shares
    Change vs previous 13F +1,180 shares

    9.98% of the 13F portfolio, value $11,284,950.

    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 150,970 shares
    Change vs previous 13F not available

    9.46% of the 13F portfolio, value $10,118,002.

    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).