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Disclosery

Austin Wealth Management, LLC: DFAR position timeline

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

Austin Wealth Management, LLC held 38,961 DFAR 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 38,961 shares
    Change vs previous 13F -361 shares

    0.22% of the 13F portfolio, value $1,056,233.

    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 39,322 shares
    Change vs previous 13F -36,562 shares

    0.22% of the 13F portfolio, value $948,447.

    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 75,884 shares
    Change vs previous 13F -4,264 shares

    0.26% of the 13F portfolio, value $1,753,687.

    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 80,148 shares
    Change vs previous 13F -23,315 shares

    0.3% of the 13F portfolio, value $1,930,774.

    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 103,463 shares
    Change vs previous 13F -115,183 shares

    0.43% of the 13F portfolio, value $2,392,065.

    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 218,646 shares
    Change vs previous 13F -15,369 shares

    1% of the 13F portfolio, value $5,011,366.

    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 234,015 shares
    Change vs previous 13F -9,048 shares

    1.13% of the 13F portfolio, value $5,454,890.

    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 243,063 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,108,166.

    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).