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1900 WEALTH MANAGEMENT LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on DFAC, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 36,621 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,621 shares
    Change vs previous 13F -2,287 shares

    0.09% of the 13F portfolio, value $1,624,510.

    13F-HR 0001791996-26-000005 filed by 1900 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 38,908 shares
    Change vs previous 13F -25,894 shares

    0.1% of the 13F portfolio, value $1,511,964.

    13F-HR 0001791996-26-000004 filed by 1900 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 64,802 shares
    Change vs previous 13F -7,524 shares

    0.16% of the 13F portfolio, value $2,565,497.

    13F-HR 0001791996-26-000001 filed by 1900 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 72,326 shares
    Change vs previous 13F -2,440 shares

    0.19% of the 13F portfolio, value $2,789,611.

    13F-HR 0001791996-25-000007 filed by 1900 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 74,766 shares
    Change vs previous 13F -6,601 shares

    0.2% of the 13F portfolio, value $2,679,598.

    13F-HR 0001791996-25-000006 filed by 1900 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 81,367 shares
    Change vs previous 13F -8,601 shares

    0.22% of the 13F portfolio, value $2,684,287.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 89,968 shares
    Change vs previous 13F -10,013 shares

    0.26% of the 13F portfolio, value $3,112,005.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 99,981 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,428,363.

    13F-HR/A 0001791996-24-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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