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Aerodigm Wealth, LLC: DFSV position timeline

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

Aerodigm Wealth, LLC held 48,836 DFSV 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 48,836 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,894,348.

    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 48,836 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,711,213.

    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 48,836 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,606,216.

    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 48,836 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,564,217.

    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 48,836 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,437,243.

    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).