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Cahill Wealth Management, LLC: DFAI position timeline

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

Cahill Wealth Management, LLC held 233,646 DFAI shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 233,646 shares
    Change vs previous 13F +38,227 shares

    3.71% of the 13F portfolio, value $7,296,775.

    13F-HR 0001172661-25-001684 filed by Cahill 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 ended2024-12-31
    13F 195,419 shares
    Change vs previous 13F +12,802 shares

    2.91% of the 13F portfolio, value $5,706,226.

    13F-HR 0001172661-25-000739 filed by Cahill 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 ended2024-09-30
    13F 182,617 shares
    Change vs previous 13F +33,390 shares

    3% of the 13F portfolio, value $5,803,573.

    13F-HR 0001172661-24-004442 filed by Cahill 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 ended2024-06-30
    13F 149,227 shares
    Change vs previous 13F +24,366 shares

    2.64% of the 13F portfolio, value $4,427,555.

    13F-HR 0001172661-24-003302 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 124,861 shares
    Change vs previous 13F +5,174 shares

    2.2% of the 13F portfolio, value $3,773,305.

    13F-HR 0001172661-24-002139 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 119,687 shares
    Change vs previous 13F +53,737 shares

    2.3% of the 13F portfolio, value $3,427,825.

    13F-HR 0001172661-24-000370 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 65,950 shares
    Change vs previous 13F +10,460 shares

    1.32% of the 13F portfolio, value $1,721,958.

    13F-HR 0001172661-23-003552 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 55,490 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,515,974.

    13F-HR 0001172661-23-002898 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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