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Bay Harbor Wealth Management, LLC: DFCF position timeline

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

Bay Harbor Wealth Management, LLC held 192,203 DFCF 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 192,203 shares
    Change vs previous 13F +4,838 shares

    1.87% of the 13F portfolio, value $8,112,873.

    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 187,365 shares
    Change vs previous 13F +22,545 shares

    2.05% of the 13F portfolio, value $7,910,546.

    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 164,820 shares
    Change vs previous 13F +9,031 shares

    1.83% of the 13F portfolio, value $7,014,735.

    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 155,789 shares
    Change vs previous 13F +16,795 shares

    1.8% of the 13F portfolio, value $6,661,556.

    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 138,994 shares
    Change vs previous 13F +6,029 shares

    1.7% of the 13F portfolio, value $5,873,903.

    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 132,965 shares
    Change vs previous 13F +3,023 shares

    1.77% of the 13F portfolio, value $5,592,493.

    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 129,942 shares
    Change vs previous 13F +17,579 shares

    1.74% of the 13F portfolio, value $5,362,693.

    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 112,363 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $4,852,966.

    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).