• 13F History

FinDec Wealth Services, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$144M
Signature - Title
Kenneth R. Herold - Chief Compliance Officer
Location
Stockton, CA
Summary
This page shows a list of all the recent 13F filings made by FinDec Wealth Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FinDec Wealth Services, Inc. reported 39 stock holdings with total value $144M as of Q4 2024. Top holdings included CGCP, CGDV, DFAU, DFCF, and DFLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 39 $144M +$5.45M -$23.2M -$17.7M CGCP, CGDV, DFAU, DFCF, DFLV 13F-HR 2/14/2025, 01:35 PM
Q3 2024 42 $172M +$5.07M -$373K +$4.7M CGCP, CGDV, DFAU, DFLV, DFCF 13F-HR 11/14/2024, 10:55 AM
Q2 2024 41 $158M +$15M -$15.3M -$354K CGCP, CGDV, DFAU, DFLV, DFCF 13F-HR 7/17/2024, 04:12 PM
Q1 2024 43 $159M +$3.5M -$2.93M +$570K CGCP, DFAU, CGDV, DFLV, CGGO 13F-HR 5/13/2024, 01:41 PM
Q4 2023 43 $150M +$13.6M -$14.9M -$1.27M CGCP, DFAU, CGDV, DFLV, DFCF 13F-HR 2/7/2024, 12:21 PM
Q3 2023 44 $138M +$1.66M -$457K +$1.21M CGCP, DFLV, DFAU, CGDV, DFCF 13F-HR 10/19/2023, 04:03 PM
Q2 2023 45 $143M +$6.62M -$1.04M +$5.58M CGCP, DFLV, DFAU, CGDV, IHI 13F-HR 7/19/2023, 02:14 PM
Q1 2023 43 $132M +$17.8M -$11.5M +$6.3M CGCP, DFLV, DFAU, CGDV, IHI 13F-HR 5/10/2023, 03:36 PM
Q4 2022 40 $110M CGCP, DFAU, IHI, CGDV, SHYG 13F-HR 1/25/2023, 01:01 PM