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Aegis Wealth Management LLC: DFAE position timeline

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

Aegis Wealth Management LLC held 123,015 DFAE 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 123,015 shares
    Change vs previous 13F +2,917 shares

    2.33% of the 13F portfolio, value $4,946,433.

    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 120,098 shares
    Change vs previous 13F -2,544 shares

    2.33% of the 13F portfolio, value $4,066,519.

    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 122,642 shares
    Change vs previous 13F -4,418 shares

    2.26% of the 13F portfolio, value $3,994,450.

    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 127,060 shares
    Change vs previous 13F -13,188 shares

    2.15% of the 13F portfolio, value $4,006,202.

    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 140,248 shares
    Change vs previous 13F 0 shares

    2.18% of the 13F portfolio, value $3,631,021.

    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 140,248 shares
    Change vs previous 13F -6,472 shares

    2.14% of the 13F portfolio, value $3,631,021.

    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 146,720 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $3,722,287.

    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).