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Disclosery

Babb Wealth Advisors LLC: DFUS position timeline

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

Babb Wealth Advisors LLC held 314,557 DFUS 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 314,557 shares
    Change vs previous 13F +11,011 shares

    12.42% of the 13F portfolio, value $25,774,776.

    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 303,546 shares
    Change vs previous 13F +11,625 shares

    11.77% of the 13F portfolio, value $21,524,438.

    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 291,921 shares
    Change vs previous 13F +21,990 shares

    12.22% of the 13F portfolio, value $21,651,806.

    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 269,931 shares
    Change vs previous 13F +10,176 shares

    12.71% of the 13F portfolio, value $19,553,790.

    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 259,755 shares
    Change vs previous 13F +4,897 shares

    12.85% of the 13F portfolio, value $17,408,794.

    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 254,858 shares
    Change vs previous 13F +2,131 shares

    12.35% of the 13F portfolio, value $15,413,839.

    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 252,727 shares
    Change vs previous 13F not available

    12.98% of the 13F portfolio, value $16,111,336.

    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).