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Disclosery

Austin Wealth Management, LLC: DFIC position timeline

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

Austin Wealth Management, LLC held 156,540 DFIC 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 156,540 shares
    Change vs previous 13F -6,873 shares

    1.24% of the 13F portfolio, value $5,848,334.

    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 163,413 shares
    Change vs previous 13F -101,219 shares

    1.34% of the 13F portfolio, value $5,899,221.

    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 264,632 shares
    Change vs previous 13F -15,180 shares

    1.37% of the 13F portfolio, value $9,304,446.

    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 279,812 shares
    Change vs previous 13F -6,981 shares

    1.44% of the 13F portfolio, value $9,197,428.

    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 286,793 shares
    Change vs previous 13F -394,313 shares

    1.57% of the 13F portfolio, value $8,831,791.

    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 681,106 shares
    Change vs previous 13F -50,299 shares

    3.9% of the 13F portfolio, value $19,452,387.

    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 731,405 shares
    Change vs previous 13F -27,976 shares

    3.96% of the 13F portfolio, value $19,100,644.

    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 759,381 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $21,015,867.

    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).