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Disclosery

Austin Wealth Management, LLC: DFIP position timeline

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

Austin Wealth Management, LLC held 181,479 DFIP 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 181,479 shares
    Change vs previous 13F +1,766 shares

    1.58% of the 13F portfolio, value $7,479,647.

    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 179,713 shares
    Change vs previous 13F -92,968 shares

    1.71% of the 13F portfolio, value $7,525,487.

    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 272,681 shares
    Change vs previous 13F +9,148 shares

    1.68% of the 13F portfolio, value $11,342,181.

    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 263,533 shares
    Change vs previous 13F +2,246 shares

    1.76% of the 13F portfolio, value $11,205,407.

    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 261,287 shares
    Change vs previous 13F +19,815 shares

    1.94% of the 13F portfolio, value $10,902,220.

    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 241,472 shares
    Change vs previous 13F +19,406 shares

    2.02% of the 13F portfolio, value $10,066,984.

    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 222,066 shares
    Change vs previous 13F +11,691 shares

    1.87% of the 13F portfolio, value $9,038,102.

    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 210,375 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $8,875,706.

    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).