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Austin Wealth Management, LLC: MFDX position timeline

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

Austin Wealth Management, LLC held 211,092 MFDX 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 211,092 shares
    Change vs previous 13F +2,453 shares

    1.83% of the 13F portfolio, value $8,681,154.

    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 208,639 shares
    Change vs previous 13F -69,998 shares

    1.91% of the 13F portfolio, value $8,414,406.

    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 278,637 shares
    Change vs previous 13F +5,799 shares

    1.62% of the 13F portfolio, value $10,935,157.

    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 272,838 shares
    Change vs previous 13F +2,897 shares

    1.58% of the 13F portfolio, value $10,086,833.

    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 269,941 shares
    Change vs previous 13F +11,603 shares

    1.68% of the 13F portfolio, value $9,440,407.

    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 258,338 shares
    Change vs previous 13F +6,892 shares

    1.71% of the 13F portfolio, value $8,521,764.

    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 251,446 shares
    Change vs previous 13F +2,333 shares

    1.56% of the 13F portfolio, value $7,501,835.

    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 249,113 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $7,864,482.

    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).