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Disclosery

Babb Wealth Advisors LLC: DFEM position timeline

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

Babb Wealth Advisors LLC held 6,993 DFEM 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 6,993 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $284,196.

    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 6,993 shares
    Change vs previous 13F -492 shares

    0.13% of the 13F portfolio, value $241,608.

    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 7,485 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $247,604.

    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).