Notify me when FinDec Wealth Services, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 34 | $96,579,469 | +$587,631 | -$5,194,731 | -$4,607,100 | CGCP, SCHG, DFLV, DFAU, DFAI | 13F-HR | 23 Oct 2025, 09:08 |
| Q2 2025 | 35 | $95,633,305 | +$1,025,383 | -$13,676,967 | -$12,651,584 | CGCP, SCHG, DFAU, DFLV, DFAI | 13F-HR | 24 Jul 2025, 15:17 |
| Q1 2025 | 38 | $101,148,892 | +$27,242,136 | -$68,494,515 | -$41,252,379 | CGCP, SCHG, DFAU, DFLV, DFAI | 13F-HR | 15 May 2025, 11:44 |
| Q4 2024 | 39 | $144,018,554 | +$5,452,877 | -$23,188,193 | -$17,735,316 | CGCP, CGDV, DFAU, DFCF, DFLV | 13F-HR | 14 Feb 2025, 13:35 |
| Q3 2024 | 42 | $172,251,711 | +$5,070,609 | -$372,919 | +$4,697,690 | CGCP, CGDV, DFAU, DFLV, DFCF | 13F-HR | 14 Nov 2024, 10:55 |
| Q2 2024 | 41 | $158,441,856 | +$14,950,669 | -$15,304,516 | -$353,847 | CGCP, CGDV, DFAU, DFLV, DFCF | 13F-HR | 17 Jul 2024, 16:12 |
| Q1 2024 | 43 | $159,099,162 | +$3,503,645 | -$2,933,500 | +$570,145 | CGCP, DFAU, CGDV, DFLV, CGGO | 13F-HR | 13 May 2024, 13:41 |
| Q4 2023 | 43 | $149,653,210 | +$13,585,533 | -$14,856,654 | -$1,271,121 | CGCP, DFAU, CGDV, DFLV, DFCF | 13F-HR | 07 Feb 2024, 12:21 |
| Q3 2023 | 44 | $138,414,522 | +$1,663,935 | -$456,947 | +$1,206,988 | CGCP, DFLV, DFAU, CGDV, DFCF | 13F-HR | 19 Oct 2023, 16:03 |
| Q2 2023 | 45 | $142,955,650 | +$6,622,122 | -$1,044,765 | +$5,577,357 | CGCP, DFLV, DFAU, CGDV, IHI | 13F-HR | 19 Jul 2023, 14:14 |
| Q1 2023 | 43 | $132,228,094 | +$17,766,007 | -$11,469,784 | +$6,296,223 | CGCP, DFLV, DFAU, CGDV, IHI | 13F-HR | 10 May 2023, 15:36 |
| Q4 2022 | 40 | $110,459,717 | $0 | CGCP, DFAU, IHI, CGDV, SHYG | 13F-HR | 25 Jan 2023, 13:01 |