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Babb Wealth Advisors LLC: DFAW position timeline

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

Babb Wealth Advisors LLC held 29,159 DFAW 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 29,159 shares
    Change vs previous 13F +376 shares

    1.16% of the 13F portfolio, value $2,414,058.

    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 28,783 shares
    Change vs previous 13F +1,448 shares

    1.16% of the 13F portfolio, value $2,123,632.

    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 27,335 shares
    Change vs previous 13F +558 shares

    1.14% of the 13F portfolio, value $2,022,211.

    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 26,777 shares
    Change vs previous 13F +34 shares

    1.25% of the 13F portfolio, value $1,924,163.

    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 26,743 shares
    Change vs previous 13F -4,480 shares

    1.32% of the 13F portfolio, value $1,793,896.

    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 31,223 shares
    Change vs previous 13F -599 shares

    1.53% of the 13F portfolio, value $1,913,357.

    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 31,822 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,987,575.

    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).