Skip to content
Disclosery

Daner Wealth Management, LLC: DFAC position timeline

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

Daner Wealth Management, LLC held 576,229 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 576,229 shares
    Change vs previous 13F +32,284 shares

    14.44% of the 13F portfolio, value $26,633,304.

    13F-HR 0001956649-26-000003 filed by Daner 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 543,945 shares
    Change vs previous 13F +83,707 shares

    13.77% of the 13F portfolio, value $23,433,151.

    13F-HR 0001956649-26-000002 filed by Daner 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 460,238 shares
    Change vs previous 13F -3,141 shares

    11.64% of the 13F portfolio, value $19,012,432.

    13F-HR 0001956649-26-000001 filed by Daner 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 463,379 shares
    Change vs previous 13F -4,452 shares

    11.64% of the 13F portfolio, value $17,928,134.

    13F-HR 0001956649-25-000006 filed by Daner 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 ended2025-06-30
    13F 467,831 shares
    Change vs previous 13F -39,200 shares

    12.03% of the 13F portfolio, value $17,440,740.

    13F-HR 0001956649-25-000004 filed by Daner 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 ended2024-12-31
    13F 507,031 shares
    Change vs previous 13F not available

    13.38% of the 13F portfolio, value $18,232,835.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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