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Disclosery

Aegis Wealth Management LLC: DFAS position timeline

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

Aegis Wealth Management LLC held 105,196 DFAS 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 105,196 shares
    Change vs previous 13F +1,264 shares

    4.07% of the 13F portfolio, value $8,661,839.

    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 103,932 shares
    Change vs previous 13F +2,904 shares

    4.23% of the 13F portfolio, value $7,392,684.

    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 101,028 shares
    Change vs previous 13F -9,423 shares

    3.98% of the 13F portfolio, value $7,038,621.

    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 110,451 shares
    Change vs previous 13F -9,794 shares

    4.05% of the 13F portfolio, value $7,561,476.

    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 120,245 shares
    Change vs previous 13F 0 shares

    4.31% of the 13F portfolio, value $7,184,639.

    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 120,245 shares
    Change vs previous 13F +4,571 shares

    4.22% of the 13F portfolio, value $7,184,639.

    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 115,674 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $7,528,064.

    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).