Skip to content
Disclosery

BANNERMAN WEALTH MANAGEMENT GROUP, LLC: DFAI position timeline

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

BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 383,247 DFAI 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 383,247 shares
    Change vs previous 13F +13,547 shares

    9.09% of the 13F portfolio, value $15,877,915.

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

  2. period ended2026-06-30
    13F 369,700 shares
    Change vs previous 13F +18,627 shares

    8.9% of the 13F portfolio, value $15,250,138.

    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 351,073 shares
    Change vs previous 13F +22,267 shares

    9.22% of the 13F portfolio, value $13,677,806.

    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 328,806 shares
    Change vs previous 13F +7,649 shares

    8.88% of the 13F portfolio, value $12,530,791.

    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 321,157 shares
    Change vs previous 13F +9,730 shares

    8.6% of the 13F portfolio, value $11,674,052.

    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 311,427 shares
    Change vs previous 13F -6,227 shares

    8.26% of the 13F portfolio, value $10,766,016.

    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 317,654 shares
    Change vs previous 13F +10,437 shares

    8.1% of the 13F portfolio, value $9,920,327.

    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 307,217 shares
    Change vs previous 13F not available

    7.42% of the 13F portfolio, value $8,970,730.

    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).