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Aerodigm Wealth, LLC: DFAX position timeline

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

Aerodigm Wealth, LLC held 205,864 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,864 shares
    Change vs previous 13F -1,760 shares

    2.57% of the 13F portfolio, value $7,584,030.

    13F-HR 0001725547-26-000268 filed by Aerodigm Wealth, 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 207,624 shares
    Change vs previous 13F -5,246 shares

    2.65% of the 13F portfolio, value $7,052,987.

    13F-HR 0001725547-26-000146 filed by Aerodigm Wealth, 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/A 212,870 shares
    Change vs previous 13F -2,475 shares

    2.69% of the 13F portfolio, value $6,967,235.

    13F-HR/A 0001725547-26-000145 filed by Aerodigm Wealth, 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 215,345 shares
    Change vs previous 13F 0 shares

    2.86% of the 13F portfolio, value $6,794,135.

    13F-HR 0001725547-25-004217 filed by Aerodigm Wealth, 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 215,345 shares
    Change vs previous 13F -11,086 shares

    3.04% of the 13F portfolio, value $6,324,683.

    13F-HR 0001725547-25-003570 filed by Aerodigm Wealth, 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 226,431 shares
    Change vs previous 13F -2,562 shares

    3.31% of the 13F portfolio, value $5,932,492.

    13F-HR 0001725547-25-002048 filed by Aerodigm Wealth, 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 228,993 shares
    Change vs previous 13F -12,495 shares

    3.4% of the 13F portfolio, value $5,692,761.

    13F-HR 0001725547-25-000363 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 241,488 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $6,522,592.

    13F-HR 0001725547-24-006349 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).