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Disclosery

Austin Wealth Management, LLC: DFNM position timeline

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

Austin Wealth Management, LLC held 364,914 DFNM 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 364,914 shares
    Change vs previous 13F +37,584 shares

    3.71% of the 13F portfolio, value $17,548,714.

    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 327,330 shares
    Change vs previous 13F -193,872 shares

    3.57% of the 13F portfolio, value $15,728,207.

    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 521,202 shares
    Change vs previous 13F +70,862 shares

    3.72% of the 13F portfolio, value $25,213,129.

    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 450,340 shares
    Change vs previous 13F +72,077 shares

    3.41% of the 13F portfolio, value $21,742,394.

    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 378,263 shares
    Change vs previous 13F -264,160 shares

    3.18% of the 13F portfolio, value $17,884,275.

    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 642,423 shares
    Change vs previous 13F +40,999 shares

    6.06% of the 13F portfolio, value $30,219,578.

    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 601,424 shares
    Change vs previous 13F +12,995 shares

    5.96% of the 13F portfolio, value $28,730,024.

    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 588,429 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $28,556,459.

    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).