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Austin Wealth Management, LLC: DBMF position timeline

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

Austin Wealth Management, LLC held 478,909 DBMF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 478,909 shares
    Change vs previous 13F +14,947 shares

    3.12% of the 13F portfolio, value $14,783,915.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, 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 463,962 shares
    Change vs previous 13F -171,821 shares

    3.21% of the 13F portfolio, value $14,123,018.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, 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 635,783 shares
    Change vs previous 13F +25,661 shares

    2.66% of the 13F portfolio, value $17,979,949.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, 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 610,122 shares
    Change vs previous 13F +50,363 shares

    2.71% of the 13F portfolio, value $17,296,954.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, 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 559,759 shares
    Change vs previous 13F +108,085 shares

    2.55% of the 13F portfolio, value $14,335,420.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, 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 451,674 shares
    Change vs previous 13F +74,330 shares

    2.29% of the 13F portfolio, value $11,440,905.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, 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 377,344 shares
    Change vs previous 13F +57,506 shares

    2.09% of the 13F portfolio, value $10,086,406.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, 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 319,838 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $8,917,085.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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