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Disclosery

BAM Wealth Management, LLC: DFAI position timeline

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

BAM Wealth Management, LLC held 23,299 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,299 shares
    Change vs previous 13F -2,749 shares

    0.6% of the 13F portfolio, value $961,084.

    13F-HR 0002085853-26-000721 filed by BAM Wealth Management, 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 26,048 shares
    Change vs previous 13F -964 shares

    0.76% of the 13F portfolio, value $1,014,830.

    13F-HR 0002085853-26-000406 filed by BAM Wealth Management, 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 27,012 shares
    Change vs previous 13F -4,015 shares

    0.74% of the 13F portfolio, value $1,029,427.

    13F-HR 0002085853-26-000050 filed by BAM Wealth Management, 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 31,027 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,127,832.

    13F-HR 0002085853-25-000208 filed by BAM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).