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Bright Futures Wealth Management, LLC.: DFAE position timeline

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

Bright Futures Wealth Management, LLC. held 7,612 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,612 shares
    Change vs previous 13F +572 shares

    0.2% of the 13F portfolio, value $306,065.

    13F-HR 0001803980-26-000004 filed by Bright Futures Wealth Management, 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 7,040 shares
    Change vs previous 13F -43 shares

    0.16% of the 13F portfolio, value $238,358.

    13F-HR 0001803980-26-000002 filed by Bright Futures Wealth Management, 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 7,083 shares
    Change vs previous 13F +730 shares

    0.17% of the 13F portfolio, value $230,697.

    13F-HR 0001803980-26-000001 filed by Bright Futures Wealth Management, 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 6,353 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $200,324.

    13F-HR 0001803980-25-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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