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AWM CAPITAL, LLC: DFSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AWM CAPITAL, LLC on DFSI, newest first. How the timeline and the estimate are built.

AWM CAPITAL, LLC held 995,334 DFSI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 995,334 shares
    Change vs previous 13F +64,141 shares

    3.59% of the 13F portfolio, value $44,889,550.

    13F-HR 0001172661-26-002966 filed by AWM CAPITAL, 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 931,193 shares
    Change vs previous 13F +65,905 shares

    3.57% of the 13F portfolio, value $39,482,585.

    13F-HR 0001172661-26-001725 filed by AWM CAPITAL, 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 865,288 shares
    Change vs previous 13F +40,835 shares

    3.37% of the 13F portfolio, value $37,073,274.

    13F-HR 0001172661-26-000937 filed by AWM CAPITAL, 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 824,453 shares
    Change vs previous 13F +39,966 shares

    3.07% of the 13F portfolio, value $33,761,440.

    13F-HR 0001172661-25-004483 filed by AWM CAPITAL, 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 784,487 shares
    Change vs previous 13F -304,237 shares

    3.25% of the 13F portfolio, value $30,916,651.

    13F-HR 0001172661-25-002678 filed by AWM CAPITAL, 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 1,088,724 shares
    Change vs previous 13F +66,502 shares

    4.43% of the 13F portfolio, value $37,985,584.

    13F-HR 0001172661-25-001613 filed by AWM CAPITAL, 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 1,022,222 shares
    Change vs previous 13F +116,746 shares

    4.11% of the 13F portfolio, value $33,579,978.

    13F-HR 0001172661-25-000501 filed by AWM CAPITAL, 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 905,476 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $32,357,353.

    13F-HR 0001172661-24-005100 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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