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1900 WEALTH MANAGEMENT LLC: DFAE position timeline

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

1900 WEALTH MANAGEMENT LLC held 54,359 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 54,359 shares
    Change vs previous 13F -392 shares

    0.12% of the 13F portfolio, value $2,136,871.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,751 shares
    Change vs previous 13F -1,389 shares

    0.12% of the 13F portfolio, value $2,201,548.

    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).

  3. period ended2026-03-31
    13F 56,140 shares
    Change vs previous 13F -292 shares

    0.12% of the 13F portfolio, value $1,900,887.

    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).

  4. period ended2025-12-31
    13F 56,432 shares
    Change vs previous 13F -2,659 shares

    0.12% of the 13F portfolio, value $1,837,977.

    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).

  5. period ended2025-09-30
    13F 59,091 shares
    Change vs previous 13F -2,082 shares

    0.13% of the 13F portfolio, value $1,863,151.

    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).

  6. period ended2025-06-30
    13F 61,173 shares
    Change vs previous 13F -6,927 shares

    0.13% of the 13F portfolio, value $1,770,945.

    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).

  7. period ended2025-03-31
    13F 68,100 shares
    Change vs previous 13F -54,260 shares

    0.15% of the 13F portfolio, value $1,763,097.

    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).

  8. period ended2024-12-31
    13F 122,360 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,104,282.

    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).