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Bernicke Wealth Management, Ltd.: DFAS position timeline

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

Bernicke Wealth Management, Ltd. held 833,700 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 833,700 shares
    Change vs previous 13F +16,615 shares

    7.97% of the 13F portfolio, value $68,646,874.

    13F-HR 0001569863-26-000006 filed by Bernicke Wealth Management, Ltd.
    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 817,085 shares
    Change vs previous 13F -13,812 shares

    7.51% of the 13F portfolio, value $58,119,247.

    13F-HR 0001569863-26-000005 filed by Bernicke Wealth Management, Ltd.
    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 830,897 shares
    Change vs previous 13F not available

    7.44% of the 13F portfolio, value $57,888,567.

    13F-HR 0001569863-26-000004 filed by Bernicke Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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