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Brady Martz Wealth Solutions, LLC: DFSD position timeline

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

Brady Martz Wealth Solutions, LLC held 347,791 DFSD 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 347,791 shares
    Change vs previous 13F +6,615 shares

    2.51% of the 13F portfolio, value $16,607,005.

    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 341,176 shares
    Change vs previous 13F +18,263 shares

    2.78% of the 13F portfolio, value $16,335,492.

    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 322,913 shares
    Change vs previous 13F +23,709 shares

    2.73% of the 13F portfolio, value $15,483,663.

    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 299,204 shares
    Change vs previous 13F +13,640 shares

    2.62% of the 13F portfolio, value $14,418,626.

    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 285,564 shares
    Change vs previous 13F +129,494 shares

    2.65% of the 13F portfolio, value $13,709,913.

    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 156,070 shares
    Change vs previous 13F +67,782 shares

    1.68% of the 13F portfolio, value $7,416,431.

    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 88,288 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,128,332.

    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).