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Disclosery

Aegis Wealth Management LLC: DFAT position timeline

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

Aegis Wealth Management LLC held 45,428 DFAT 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 45,428 shares
    Change vs previous 13F -750 shares

    1.49% of the 13F portfolio, value $3,175,417.

    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 46,178 shares
    Change vs previous 13F +160 shares

    1.65% of the 13F portfolio, value $2,883,817.

    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 46,018 shares
    Change vs previous 13F -333 shares

    1.55% of the 13F portfolio, value $2,739,912.

    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 46,351 shares
    Change vs previous 13F -6,642 shares

    1.45% of the 13F portfolio, value $2,698,092.

    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 52,993 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $2,728,610.

    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 52,993 shares
    Change vs previous 13F -631 shares

    1.6% of the 13F portfolio, value $2,728,610.

    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 53,624 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $2,984,712.

    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).