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Woodside Wealth Management LLC: DFAU position timeline

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

Woodside Wealth Management LLC held 43,894 DFAU 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 43,894 shares
    Change vs previous 13F +4,145 shares

    1.58% of the 13F portfolio, value $2,268,881.

    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 39,749 shares
    Change vs previous 13F -2,602 shares

    1.4% of the 13F portfolio, value $1,793,475.

    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 42,351 shares
    Change vs previous 13F +3,327 shares

    1.48% of the 13F portfolio, value $1,982,027.

    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 39,024 shares
    Change vs previous 13F -388 shares

    1.41% of the 13F portfolio, value $1,785,738.

    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 39,412 shares
    Change vs previous 13F +1,185 shares

    1.44% of the 13F portfolio, value $1,669,492.

    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 38,227 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,469,446.

    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).