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Bay Harbor Wealth Management, LLC: DFAI position timeline

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

Bay Harbor Wealth Management, LLC held 271,071 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,071 shares
    Change vs previous 13F +17,186 shares

    2.58% of the 13F portfolio, value $11,181,676.

    13F-HR 0001437749-26-024588 filed by Bay Harbor 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 253,885 shares
    Change vs previous 13F +1,375 shares

    2.56% of the 13F portfolio, value $9,891,357.

    13F-HR 0001437749-26-012214 filed by Bay Harbor 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 252,510 shares
    Change vs previous 13F +11,541 shares

    2.51% of the 13F portfolio, value $9,623,158.

    13F-HR 0001437749-26-002665 filed by Bay Harbor 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 240,969 shares
    Change vs previous 13F +18,298 shares

    2.37% of the 13F portfolio, value $8,759,228.

    13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, 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 222,671 shares
    Change vs previous 13F +17,769 shares

    2.23% of the 13F portfolio, value $7,697,730.

    13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, 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 204,902 shares
    Change vs previous 13F +9,999 shares

    2.02% of the 13F portfolio, value $6,399,092.

    13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, 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 194,903 shares
    Change vs previous 13F +15,458 shares

    1.85% of the 13F portfolio, value $5,691,160.

    13F-HR 0001437749-25-001885 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 179,445 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $5,702,774.

    13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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