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Babb Wealth Advisors LLC: DFAC position timeline

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

Babb Wealth Advisors LLC held 880,703 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 880,703 shares
    Change vs previous 13F +33,358 shares

    18.83% of the 13F portfolio, value $39,067,980.

    13F-HR 0001941040-26-000600 filed by Babb Wealth Advisors 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 847,345 shares
    Change vs previous 13F +31,779 shares

    18% of the 13F portfolio, value $32,927,836.

    13F-HR 0001941040-26-000361 filed by Babb Wealth Advisors 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 815,566 shares
    Change vs previous 13F +79,295 shares

    18.23% of the 13F portfolio, value $32,288,260.

    13F-HR 0001941040-26-000099 filed by Babb Wealth Advisors 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 736,271 shares
    Change vs previous 13F +36,159 shares

    18.46% of the 13F portfolio, value $28,397,990.

    13F-HR 0001941040-25-000609 filed by Babb Wealth Advisors 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 700,112 shares
    Change vs previous 13F +19,503 shares

    18.53% of the 13F portfolio, value $25,092,007.

    13F-HR 0001941040-25-000469 filed by Babb Wealth Advisors 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 680,609 shares
    Change vs previous 13F -1,790 shares

    17.99% of the 13F portfolio, value $22,453,298.

    13F-HR 0001941040-25-000261 filed by Babb Wealth Advisors 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 682,399 shares
    Change vs previous 13F not available

    19.02% of the 13F portfolio, value $23,604,169.

    13F-HR 0001941040-25-000088 filed by Babb Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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