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Babb Wealth Advisors LLC: DFAT position timeline

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

Babb Wealth Advisors LLC held 453,835 DFAT 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 453,835 shares
    Change vs previous 13F +15,636 shares

    15.29% of the 13F portfolio, value $31,723,065.

    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 438,199 shares
    Change vs previous 13F +9,636 shares

    14.96% of the 13F portfolio, value $27,365,504.

    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 428,563 shares
    Change vs previous 13F +49,681 shares

    14.41% of the 13F portfolio, value $25,516,641.

    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 378,882 shares
    Change vs previous 13F +20,368 shares

    14.34% of the 13F portfolio, value $22,054,728.

    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 358,514 shares
    Change vs previous 13F +15,292 shares

    14.28% of the 13F portfolio, value $19,345,411.

    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 343,222 shares
    Change vs previous 13F +12,862 shares

    14.16% of the 13F portfolio, value $17,672,494.

    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 330,360 shares
    Change vs previous 13F not available

    14.82% of the 13F portfolio, value $18,387,845.

    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).