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Align Wealth Management, LLC: DFAX position timeline

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

Align Wealth Management, LLC held 300,295 DFAX shares at 2022-12-31 per its 13F-HR filed 2023-01-09.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 300,295 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $5,672,573.

    13F-HR 0001606587-23-000004 filed by Align Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).