Skip to content
Disclosery

Babb Wealth Advisors LLC: DUSB position timeline

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

Babb Wealth Advisors LLC held 217,424 DUSB 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 217,424 shares
    Change vs previous 13F +6,915 shares

    5.32% of the 13F portfolio, value $11,040,789.

    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 210,509 shares
    Change vs previous 13F -15,649 shares

    5.84% of the 13F portfolio, value $10,674,926.

    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 226,158 shares
    Change vs previous 13F +54,615 shares

    6.47% of the 13F portfolio, value $11,454,926.

    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 171,543 shares
    Change vs previous 13F +53,678 shares

    5.66% of the 13F portfolio, value $8,710,941.

    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 117,865 shares
    Change vs previous 13F -2,992 shares

    4.42% of the 13F portfolio, value $5,981,639.

    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 120,857 shares
    Change vs previous 13F +16,632 shares

    4.91% of the 13F portfolio, value $6,131,069.

    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 104,225 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $5,272,740.

    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).