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Babb Wealth Advisors LLC: DFSD position timeline

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

Babb Wealth Advisors LLC held 140,830 DFSD 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 140,830 shares
    Change vs previous 13F +8,826 shares

    3.24% of the 13F portfolio, value $6,724,625.

    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 132,004 shares
    Change vs previous 13F +7,128 shares

    3.46% of the 13F portfolio, value $6,320,352.

    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 124,876 shares
    Change vs previous 13F +31,047 shares

    3.38% of the 13F portfolio, value $5,987,804.

    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 93,829 shares
    Change vs previous 13F +9,913 shares

    2.94% of the 13F portfolio, value $4,521,620.

    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 83,916 shares
    Change vs previous 13F +1,236 shares

    2.97% of the 13F portfolio, value $4,028,807.

    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 82,680 shares
    Change vs previous 13F -2,750 shares

    3.15% of the 13F portfolio, value $3,928,959.

    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 85,430 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $4,004,964.

    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).