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Austin Wealth Management, LLC: DFAC position timeline

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

Austin Wealth Management, LLC held 175,594 DFAC 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 175,594 shares
    Change vs previous 13F -9,732 shares

    1.64% of the 13F portfolio, value $7,759,477.

    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 185,326 shares
    Change vs previous 13F -147,246 shares

    1.66% of the 13F portfolio, value $7,298,156.

    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 332,572 shares
    Change vs previous 13F -41,487 shares

    1.99% of the 13F portfolio, value $13,449,203.

    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 374,059 shares
    Change vs previous 13F -7,568 shares

    2.26% of the 13F portfolio, value $14,401,286.

    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 381,627 shares
    Change vs previous 13F -701,728 shares

    2.49% of the 13F portfolio, value $13,982,816.

    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 1,083,355 shares
    Change vs previous 13F -91,999 shares

    6.95% of the 13F portfolio, value $34,656,529.

    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 1,175,354 shares
    Change vs previous 13F -67,088 shares

    8.64% of the 13F portfolio, value $41,689,809.

    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 1,242,442 shares
    Change vs previous 13F not available

    9.25% of the 13F portfolio, value $42,143,640.

    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).