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Burton Enright Welch: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burton Enright Welch on DFAE, newest first. How the timeline and the estimate are built.

Burton Enright Welch held 114,926 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,926 shares
    Change vs previous 13F -1,402 shares

    0.54% of the 13F portfolio, value $4,621,171.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 116,328 shares
    Change vs previous 13F +1,720 shares

    0.54% of the 13F portfolio, value $3,938,860.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 114,608 shares
    Change vs previous 13F -757 shares

    0.53% of the 13F portfolio, value $3,732,781.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 115,365 shares
    Change vs previous 13F -4,879 shares

    0.55% of the 13F portfolio, value $3,637,460.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 120,244 shares
    Change vs previous 13F +4,491 shares

    0.6% of the 13F portfolio, value $3,481,078.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 115,753 shares
    Change vs previous 13F -3,183 shares

    0.61% of the 13F portfolio, value $2,996,848.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 118,936 shares
    Change vs previous 13F +1,147 shares

    0.63% of the 13F portfolio, value $3,017,412.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 117,789 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,228,598.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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