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Babb Wealth Advisors LLC: DFGX position timeline

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

Babb Wealth Advisors LLC held 257,900 DFGX 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 257,900 shares
    Change vs previous 13F +21,095 shares

    6.66% of the 13F portfolio, value $13,822,099.

    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 236,805 shares
    Change vs previous 13F +19,739 shares

    6.79% of the 13F portfolio, value $12,420,541.

    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 217,066 shares
    Change vs previous 13F +39,226 shares

    6.45% of the 13F portfolio, value $11,425,269.

    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 177,840 shares
    Change vs previous 13F +17,214 shares

    6.24% of the 13F portfolio, value $9,596,246.

    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 160,626 shares
    Change vs previous 13F +7,383 shares

    6.33% of the 13F portfolio, value $8,571,003.

    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 153,243 shares
    Change vs previous 13F +8,994 shares

    6.42% of the 13F portfolio, value $8,006,947.

    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 144,249 shares
    Change vs previous 13F not available

    6.08% of the 13F portfolio, value $7,547,108.

    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).