Skip to content
Disclosery

Daner Wealth Management, LLC: DFEM position timeline

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

Daner Wealth Management, LLC held 27,930 DFEM 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 27,930 shares
    Change vs previous 13F +2,963 shares

    0.6% of the 13F portfolio, value $1,114,128.

    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 24,967 shares
    Change vs previous 13F +6,666 shares

    0.58% of the 13F portfolio, value $990,691.

    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 18,301 shares
    Change vs previous 13F +423 shares

    0.41% of the 13F portfolio, value $669,268.

    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 17,878 shares
    Change vs previous 13F -658 shares

    0.38% of the 13F portfolio, value $581,214.

    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 18,536 shares
    Change vs previous 13F -1,368 shares

    0.39% of the 13F portfolio, value $570,723.

    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 19,904 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $528,053.

    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).