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Disclosery

David Wealth Management LLC: DFAC position timeline

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

David Wealth Management LLC held 741,701 DFAC shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 741,701 shares
    Change vs previous 13F +44,625 shares

    19.79% of the 13F portfolio, value $26,582,572.

    13F-HR 0001172661-25-002680 filed by David 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 ended2025-03-31
    13F 697,076 shares
    Change vs previous 13F +5,046 shares

    19.24% of the 13F portfolio, value $22,996,540.

    13F-HR 0001172661-25-001498 filed by David 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 ended2024-12-31
    13F 692,030 shares
    Change vs previous 13F not available

    19.77% of the 13F portfolio, value $23,937,323.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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