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1900 WEALTH MANAGEMENT LLC: DFAI position timeline

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

1900 WEALTH MANAGEMENT LLC held 166,296 DFAI 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 166,296 shares
    Change vs previous 13F -1,219 shares

    0.37% of the 13F portfolio, value $6,889,624.

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

  2. period ended2026-06-30
    13F 167,515 shares
    Change vs previous 13F -8,452 shares

    0.38% of the 13F portfolio, value $6,909,981.

    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 175,967 shares
    Change vs previous 13F -6,209 shares

    0.44% of the 13F portfolio, value $6,855,685.

    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 182,176 shares
    Change vs previous 13F -5,422 shares

    0.45% of the 13F portfolio, value $6,942,728.

    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 187,598 shares
    Change vs previous 13F -3,902 shares

    0.46% of the 13F portfolio, value $6,819,177.

    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 191,500 shares
    Change vs previous 13F -17,917 shares

    0.5% of the 13F portfolio, value $6,620,162.

    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 209,417 shares
    Change vs previous 13F -30,547 shares

    0.54% of the 13F portfolio, value $6,540,086.

    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 239,964 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $7,006,963.

    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).