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Disclosery

Bernard Wealth Management Corp.: DTM position timeline

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

Bernard Wealth Management Corp. held 17,569 DTM shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,569 shares
    Change vs previous 13F -47 shares

    0.95% of the 13F portfolio, value $2,578,077.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 17,616 shares
    Change vs previous 13F +363 shares

    1.01% of the 13F portfolio, value $2,372,302.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 17,253 shares
    Change vs previous 13F +10 shares

    0.84% of the 13F portfolio, value $2,064,844.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 17,243 shares
    Change vs previous 13F -101 shares

    0.81% of the 13F portfolio, value $1,949,501.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 17,344 shares
    Change vs previous 13F +510 shares

    0.88% of the 13F portfolio, value $1,906,317.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 16,834 shares
    Change vs previous 13F +104 shares

    0.79% of the 13F portfolio, value $1,624,144.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 16,730 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,663,461.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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