Skip to content
Disclosery

Activest Wealth Management: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on DFAT, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 50,380 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,380 shares
    Change vs previous 13F -1,704 shares

    0.68% of the 13F portfolio, value $3,520,508.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 52,084 shares
    Change vs previous 13F +36,257 shares

    0.57% of the 13F portfolio, value $3,235,140.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 15,827 shares
    Change vs previous 13F -143,484 shares

    0.18% of the 13F portfolio, value $942,340.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 159,311 shares
    Change vs previous 13F +3,050 shares

    1.88% of the 13F portfolio, value $9,273,479.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 156,261 shares
    Change vs previous 13F -4,426 shares

    2.03% of the 13F portfolio, value $8,431,839.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 160,687 shares
    Change vs previous 13F +5,929 shares

    2.22% of the 13F portfolio, value $8,273,782.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 154,758 shares
    Change vs previous 13F +10,741 shares

    2.41% of the 13F portfolio, value $8,613,813.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 144,017 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $8,011,666.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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