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Brady Martz Wealth Solutions, LLC: DFNM position timeline

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

Brady Martz Wealth Solutions, LLC held 272,899 DFNM 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 272,899 shares
    Change vs previous 13F +25,188 shares

    1.99% of the 13F portfolio, value $13,190,574.

    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 247,711 shares
    Change vs previous 13F +48,572 shares

    2.02% of the 13F portfolio, value $11,872,788.

    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 199,139 shares
    Change vs previous 13F +26,317 shares

    1.69% of the 13F portfolio, value $9,592,526.

    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 172,822 shares
    Change vs previous 13F +16,142 shares

    1.51% of the 13F portfolio, value $8,292,000.

    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 156,680 shares
    Change vs previous 13F +116,646 shares

    1.44% of the 13F portfolio, value $7,431,332.

    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 40,034 shares
    Change vs previous 13F +24,768 shares

    0.43% of the 13F portfolio, value $1,904,417.

    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 15,266 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $726,509.

    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).