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Babb Wealth Advisors LLC: DFAX position timeline

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

Babb Wealth Advisors LLC held 1,241,297 DFAX 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 1,241,297 shares
    Change vs previous 13F +34,373 shares

    22.04% of the 13F portfolio, value $45,729,363.

    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 1,206,924 shares
    Change vs previous 13F -1,259 shares

    22.41% of the 13F portfolio, value $40,999,200.

    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 1,208,183 shares
    Change vs previous 13F +71,303 shares

    22.32% of the 13F portfolio, value $39,543,840.

    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 1,136,880 shares
    Change vs previous 13F +40,305 shares

    23.2% of the 13F portfolio, value $35,675,286.

    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 1,096,575 shares
    Change vs previous 13F -4,588 shares

    23.78% of the 13F portfolio, value $32,206,420.

    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 1,101,163 shares
    Change vs previous 13F +30,778 shares

    23.12% of the 13F portfolio, value $28,850,459.

    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 1,070,385 shares
    Change vs previous 13F not available

    21.44% of the 13F portfolio, value $26,609,777.

    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).