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Brady Martz Wealth Solutions, LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brady Martz Wealth Solutions, LLC on DFEM, newest first. How the timeline and the estimate are built.

Brady Martz Wealth Solutions, LLC held 373,277 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,277 shares
    Change vs previous 13F -1,655 shares

    2.29% of the 13F portfolio, value $15,169,977.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 374,932 shares
    Change vs previous 13F +25,862 shares

    2.21% of the 13F portfolio, value $12,953,894.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 349,070 shares
    Change vs previous 13F +26,907 shares

    2.03% of the 13F portfolio, value $11,547,246.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 322,163 shares
    Change vs previous 13F +5,705 shares

    1.88% of the 13F portfolio, value $10,331,781.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 316,458 shares
    Change vs previous 13F +75,363 shares

    1.82% of the 13F portfolio, value $9,392,469.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 241,095 shares
    Change vs previous 13F +95,485 shares

    1.44% of the 13F portfolio, value $6,379,365.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 145,610 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,733,444.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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