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BANNERMAN WEALTH MANAGEMENT GROUP, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANNERMAN WEALTH MANAGEMENT GROUP, LLC on DFAE, newest first. How the timeline and the estimate are built.

BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 172,081 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 172,081 shares
    Change vs previous 13F +3,426 shares

    3.87% of the 13F portfolio, value $6,764,510.

    13F-HR 0001754960-26-000828 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 168,655 shares
    Change vs previous 13F +1,560 shares

    3.96% of the 13F portfolio, value $6,781,624.

    13F-HR 0001754960-26-000418 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 167,095 shares
    Change vs previous 13F +7,242 shares

    3.81% of the 13F portfolio, value $5,657,842.

    13F-HR 0001754960-26-000226 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 159,853 shares
    Change vs previous 13F +2,762 shares

    3.69% of the 13F portfolio, value $5,206,405.

    13F-HR 0001754960-26-000009 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 157,091 shares
    Change vs previous 13F +1,693 shares

    3.65% of the 13F portfolio, value $4,953,072.

    13F-HR 0001754960-25-000667 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 155,398 shares
    Change vs previous 13F +833 shares

    3.45% of the 13F portfolio, value $4,498,766.

    13F-HR 0001754960-25-000390 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 154,565 shares
    Change vs previous 13F +5,072 shares

    3.27% of the 13F portfolio, value $4,001,682.

    13F-HR 0001754960-25-000194 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 149,493 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $3,792,650.

    13F-HR 0001754960-25-000159 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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