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Disclosery

Austin Wealth Management, LLC: HDEF position timeline

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

Austin Wealth Management, LLC held 20,239 HDEF 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 20,239 shares
    Change vs previous 13F +3,666 shares

    0.14% of the 13F portfolio, value $673,554.

    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 16,573 shares
    Change vs previous 13F -7,097 shares

    0.12% of the 13F portfolio, value $541,854.

    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 23,670 shares
    Change vs previous 13F +1,539 shares

    0.11% of the 13F portfolio, value $731,640.

    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 22,131 shares
    Change vs previous 13F +478 shares

    0.1% of the 13F portfolio, value $658,397.

    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 21,653 shares
    Change vs previous 13F -3,298 shares

    0.11% of the 13F portfolio, value $615,378.

    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 24,951 shares
    Change vs previous 13F +1,679 shares

    0.14% of the 13F portfolio, value $695,384.

    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 23,272 shares
    Change vs previous 13F +12 shares

    0.12% of the 13F portfolio, value $573,422.

    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 23,260 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $611,505.

    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).