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Disclosery

Aegis Wealth Management LLC: DFAC position timeline

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

Aegis Wealth Management LLC held 105,866 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,866 shares
    Change vs previous 13F +51 shares

    2.21% of the 13F portfolio, value $4,696,216.

    13F-HR 0001628818-26-000004 filed by Aegis 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 105,815 shares
    Change vs previous 13F +1,314 shares

    2.35% of the 13F portfolio, value $4,111,971.

    13F-HR 0001628818-26-000003 filed by Aegis 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 104,501 shares
    Change vs previous 13F +5,474 shares

    2.34% of the 13F portfolio, value $4,137,195.

    13F-HR 0001628818-26-000001 filed by Aegis 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 99,027 shares
    Change vs previous 13F -649 shares

    2.05% of the 13F portfolio, value $3,819,472.

    13F-HR 0001628818-25-000004 filed by Aegis 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 99,676 shares
    Change vs previous 13F 0 shares

    1.97% of the 13F portfolio, value $3,288,312.

    13F-HR 0001085146-25-004679 filed by Aegis 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 99,676 shares
    Change vs previous 13F +11,644 shares

    1.93% of the 13F portfolio, value $3,288,312.

    13F-HR 0001085146-25-002751 filed by Aegis 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 88,032 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $3,045,027.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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