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Aerodigm Wealth, LLC: DFSD position timeline

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

Aerodigm Wealth, LLC held 161,754 DFSD 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 161,754 shares
    Change vs previous 13F +12,236 shares

    2.61% of the 13F portfolio, value $7,723,774.

    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 149,518 shares
    Change vs previous 13F +25,132 shares

    2.69% of the 13F portfolio, value $7,158,938.

    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 124,386 shares
    Change vs previous 13F +12,113 shares

    2.3% of the 13F portfolio, value $5,964,312.

    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 112,273 shares
    Change vs previous 13F +19,696 shares

    2.28% of the 13F portfolio, value $5,421,649.

    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 92,577 shares
    Change vs previous 13F +17,326 shares

    2.13% of the 13F portfolio, value $4,444,602.

    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 75,251 shares
    Change vs previous 13F +8,477 shares

    1.99% of the 13F portfolio, value $3,575,905.

    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 66,774 shares
    Change vs previous 13F +19,854 shares

    1.87% of the 13F portfolio, value $3,130,361.

    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 46,920 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,239,945.

    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).