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Aegis Wealth Management LLC: DFSD position timeline

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

Aegis Wealth Management LLC held 36,666 DFSD 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 36,666 shares
    Change vs previous 13F -889 shares

    0.82% of the 13F portfolio, value $1,750,802.

    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 37,555 shares
    Change vs previous 13F +2,870 shares

    1.03% of the 13F portfolio, value $1,798,134.

    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 34,685 shares
    Change vs previous 13F +17 shares

    0.94% of the 13F portfolio, value $1,663,146.

    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 34,668 shares
    Change vs previous 13F +1,210 shares

    0.89% of the 13F portfolio, value $1,670,651.

    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 33,458 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,589,925.

    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 33,458 shares
    Change vs previous 13F +250 shares

    0.93% of the 13F portfolio, value $1,589,925.

    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 33,208 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,556,792.

    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).