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Babb Wealth Advisors LLC: DFSU position timeline

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

Babb Wealth Advisors LLC held 63,176 DFSU 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 63,176 shares
    Change vs previous 13F -488 shares

    1.42% of the 13F portfolio, value $2,945,876.

    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 63,664 shares
    Change vs previous 13F +4,748 shares

    1.43% of the 13F portfolio, value $2,615,936.

    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 58,916 shares
    Change vs previous 13F +12,555 shares

    1.44% of the 13F portfolio, value $2,558,713.

    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 46,361 shares
    Change vs previous 13F -174 shares

    1.28% of the 13F portfolio, value $1,969,060.

    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 46,535 shares
    Change vs previous 13F +122 shares

    1.35% of the 13F portfolio, value $1,826,483.

    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 46,413 shares
    Change vs previous 13F -14,428 shares

    1.33% of the 13F portfolio, value $1,662,051.

    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 60,841 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,305,885.

    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).