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1900 WEALTH MANAGEMENT LLC: DFUS position timeline

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

1900 WEALTH MANAGEMENT LLC held 776,310 DFUS 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 776,310 shares
    Change vs previous 13F -11,698 shares

    3.54% of the 13F portfolio, value $63,610,820.

    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 788,008 shares
    Change vs previous 13F +26,710 shares

    3.59% of the 13F portfolio, value $55,877,632.

    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 761,298 shares
    Change vs previous 13F -4,312 shares

    3.62% of the 13F portfolio, value $56,465,503.

    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 765,610 shares
    Change vs previous 13F -1,014 shares

    3.76% of the 13F portfolio, value $55,460,810.

    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 766,624 shares
    Change vs previous 13F +573 shares

    3.89% of the 13F portfolio, value $51,379,168.

    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 766,051 shares
    Change vs previous 13F -3,929 shares

    3.85% of the 13F portfolio, value $46,330,793.

    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 769,980 shares
    Change vs previous 13F -6,754 shares

    4.12% of the 13F portfolio, value $49,086,217.

    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 776,734 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $48,312,832.

    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).