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Austin Wealth Management, LLC: DFAE position timeline

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

Austin Wealth Management, LLC held 551,255 DFAE 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 551,255 shares
    Change vs previous 13F +8,444 shares

    4.35% of the 13F portfolio, value $20,600,415.

    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 542,811 shares
    Change vs previous 13F -247,473 shares

    4.2% of the 13F portfolio, value $18,488,156.

    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 790,284 shares
    Change vs previous 13F +40,433 shares

    3.94% of the 13F portfolio, value $26,656,267.

    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 749,851 shares
    Change vs previous 13F +68,819 shares

    3.78% of the 13F portfolio, value $24,077,702.

    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 681,032 shares
    Change vs previous 13F +257,235 shares

    3.54% of the 13F portfolio, value $19,906,551.

    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 423,797 shares
    Change vs previous 13F +59,352 shares

    2.2% of the 13F portfolio, value $10,972,094.

    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 364,445 shares
    Change vs previous 13F +44,817 shares

    1.92% of the 13F portfolio, value $9,256,895.

    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 319,628 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $8,831,313.

    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).