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Woodside Wealth Management LLC: DFAI position timeline

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

Woodside Wealth Management LLC held 48,153 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,153 shares
    Change vs previous 13F +2,329 shares

    1.38% of the 13F portfolio, value $1,986,311.

    13F-HR 0001214659-26-008869 filed by Woodside 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 45,824 shares
    Change vs previous 13F +9,634 shares

    1.39% of the 13F portfolio, value $1,785,303.

    13F-HR 0001214659-26-004566 filed by Woodside 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 36,190 shares
    Change vs previous 13F +5,279 shares

    1.03% of the 13F portfolio, value $1,379,201.

    13F-HR 0002064883-26-000001 filed by Woodside 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 30,911 shares
    Change vs previous 13F +4,264 shares

    0.89% of the 13F portfolio, value $1,123,615.

    13F-HR 0002064883-25-000003 filed by Woodside 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 26,647 shares
    Change vs previous 13F +1,204 shares

    0.79% of the 13F portfolio, value $921,187.

    13F-HR 0002064883-25-000002 filed by Woodside 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 25,443 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $794,585.

    13F-HR 0002064883-25-000001 filed by Woodside Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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