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Disclosery

Aegis Wealth Management LLC: DFAR position timeline

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

Aegis Wealth Management LLC held 31,776 DFAR 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 31,776 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $831,260.

    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 31,776 shares
    Change vs previous 13F +2,625 shares

    0.43% of the 13F portfolio, value $751,503.

    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 29,151 shares
    Change vs previous 13F -18,372 shares

    0.38% of the 13F portfolio, value $667,593.

    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 47,523 shares
    Change vs previous 13F -4,214 shares

    0.61% of the 13F portfolio, value $1,133,424.

    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 51,737 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,229,789.

    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 51,737 shares
    Change vs previous 13F +1,382 shares

    0.72% of the 13F portfolio, value $1,229,789.

    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 50,355 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,171,761.

    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).