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Austin Wealth Management, LLC: NFRA position timeline

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

Austin Wealth Management, LLC held 105,302 NFRA 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 105,302 shares
    Change vs previous 13F +2,247 shares

    1.46% of the 13F portfolio, value $6,893,062.

    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 103,055 shares
    Change vs previous 13F -41,912 shares

    1.5% of the 13F portfolio, value $6,623,879.

    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 144,967 shares
    Change vs previous 13F +4,729 shares

    1.29% of the 13F portfolio, value $8,747,190.

    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 140,238 shares
    Change vs previous 13F +2,975 shares

    1.4% of the 13F portfolio, value $8,909,307.

    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 137,263 shares
    Change vs previous 13F +6,037 shares

    1.48% of the 13F portfolio, value $8,319,522.

    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 131,226 shares
    Change vs previous 13F +3,629 shares

    1.54% of the 13F portfolio, value $7,684,583.

    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 127,597 shares
    Change vs previous 13F +1,821 shares

    1.45% of the 13F portfolio, value $7,015,281.

    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 125,776 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $7,381,812.

    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).