Austin Wealth Management, LLC: DFSV position timeline

Austin Wealth Management, LLC held 11,326 DFSV 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 11,326 shares

   Change vs previous 13F -1 shares

   0.09% of the 13F portfolio, value $447,604.

   13F-HR 0002003112-26-000007 filed by Austin Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,327 shares

   Change vs previous 13F -3,053 shares

   0.09% of the 13F portfolio, value $401,542.

   13F-HR 0002003112-26-000004 filed by Austin Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 14,380 shares

   Change vs previous 13F -2,736 shares

   0.07% of the 13F portfolio, value $495,103.

   13F-HR 0002003112-26-000001 filed by Austin Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 17,116 shares

   Change vs previous 13F +531 shares

   0.08% of the 13F portfolio, value $540,866.

   13F-HR 0002003112-25-000004 filed by Austin Wealth Management, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 16,585 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $494,565.

   13F-HR 0001085146-25-004694 filed by Austin Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).