DBAW DBX ETF TR

Ownership history in Kaydan Wealth Management, Inc.  ·  13 quarters on record

AI Ownership Summary

Kaydan Wealth Management, Inc. reported DBX ETF TR (DBAW) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.36% in 2023 Q4. The latest visible filing shows DBAW at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DBAW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kaydan Wealth Management, Inc.'s position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DBAW was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kaydan Wealth Management, Inc. held DBAW — position size vs. price
% of Fund (quarterly)    DBAW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23,828 -898 -3.6% 0.28% $982K 2026-02-14 (Est.) $44.38
2025 Q3 REDUCED 24,726 -626 -2.5% 0.28% $974K 2025-10-17 $39.36
2025 Q2 REDUCED 25,352 -451 -1.7% 0.30% $928K 2025-07-11 $36.18
2025 Q1 REDUCED 25,803 -1,896 -6.8% 0.29% $913K 2025-04-17 $32.20
2024 Q4 REDUCED 27,699 -1,243 -4.3% 0.31% $941K 2025-01-16 $33.04
2024 Q3 REDUCED 28,942 -464 -1.6% 0.30% $1.0M 2024-10-16 $33.32
2024 Q2 REDUCED 29,406 -75 -0.3% 0.35% $982K 2024-07-11 $32.54
2024 Q1 REDUCED 29,481 -147 -0.5% 0.33% $968K 2024-04-12 $30.52
2023 Q4 REDUCED 29,628 -1,240 -4.0% 0.36% $895K 2024-01-16 $28.35
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kaydan Wealth Management, Inc. and DBAW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kaydan Wealth Management, Inc. reported owning DBAW?

Kaydan Wealth Management, Inc. reported DBAW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DBAW position in Kaydan Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for DBAW was 0.36% in 2023 Q4.

What is the latest reported DBAW position on this page?

The most recent filing on this page is 2025 Q4, when Kaydan Wealth Management, Inc. reported 23,828 shares, equal to 0.28% of portfolio, with an estimated market value of $982K.

What does the chart on this DBAW ownership page compare?

The chart compares Kaydan Wealth Management, Inc.'s quarterly DBAW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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