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Disclosery

David Wealth Management LLC: DFAI position timeline

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

David Wealth Management LLC held 41,685 DFAI 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 41,685 shares
    Change vs previous 13F -1,332 shares

    1.07% of the 13F portfolio, value $1,441,056.

    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 43,017 shares
    Change vs previous 13F +146 shares

    1.12% of the 13F portfolio, value $1,343,430.

    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 42,871 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,251,843.

    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).