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Cahill Wealth Management, LLC: DFSV position timeline

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

Cahill Wealth Management, LLC held 274,231 DFSV 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 274,231 shares
    Change vs previous 13F +4,775 shares

    3.93% of the 13F portfolio, value $7,719,595.

    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 269,456 shares
    Change vs previous 13F +10,689 shares

    4.23% of the 13F portfolio, value $8,293,861.

    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 258,767 shares
    Change vs previous 13F +12,999 shares

    4.11% of the 13F portfolio, value $7,970,013.

    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 245,768 shares
    Change vs previous 13F +17,642 shares

    4.22% of the 13F portfolio, value $7,073,196.

    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 228,126 shares
    Change vs previous 13F +9,017 shares

    4% of the 13F portfolio, value $6,866,608.

    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 219,109 shares
    Change vs previous 13F +21,168 shares

    4.29% of the 13F portfolio, value $6,380,464.

    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 197,941 shares
    Change vs previous 13F +12,316 shares

    3.85% of the 13F portfolio, value $5,015,816.

    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 185,625 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $4,770,571.

    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).