Skip to content
Disclosery

Babb Wealth Advisors LLC: DFSB position timeline

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

Babb Wealth Advisors LLC held 28,869 DFSB 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 28,869 shares
    Change vs previous 13F +3,554 shares

    0.73% of the 13F portfolio, value $1,504,364.

    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 25,315 shares
    Change vs previous 13F +2,362 shares

    0.72% of the 13F portfolio, value $1,309,869.

    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 22,953 shares
    Change vs previous 13F +5,298 shares

    0.67% of the 13F portfolio, value $1,188,965.

    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 17,655 shares
    Change vs previous 13F +6 shares

    0.61% of the 13F portfolio, value $940,482.

    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 17,649 shares
    Change vs previous 13F -148 shares

    0.68% of the 13F portfolio, value $925,337.

    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 17,797 shares
    Change vs previous 13F +4,723 shares

    0.73% of the 13F portfolio, value $916,546.

    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 13,074 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $665,990.

    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).