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Disclosery

Argo Wealth Advisory, LLC: DFAI position timeline

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

Argo Wealth Advisory, LLC held 285,328 DFAI 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 285,328 shares
    Change vs previous 13F +3,193 shares

    6.5% of the 13F portfolio, value $11,769,758.

    13F-HR 0001951757-26-001136 filed by Argo Wealth Advisory, 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 282,135 shares
    Change vs previous 13F +6,435 shares

    6.45% of the 13F portfolio, value $10,991,993.

    13F-HR 0001951757-26-000663 filed by Argo Wealth Advisory, 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 275,700 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $10,506,924.

    13F-HR 0001951757-26-000305 filed by Argo Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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