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Disclosery

BANNERMAN WEALTH MANAGEMENT GROUP, LLC: DFAT position timeline

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

BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 0 DFAT shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -15,478 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 15,478 shares
    Change vs previous 13F +410 shares

    0.64% of the 13F portfolio, value $835,214.

    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).

  3. period ended2025-03-31
    13F 15,068 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $775,871.

    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).

  4. period ended2024-12-31
    13F 15,068 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $838,706.

    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).