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DeLarme Wealth Management, Inc.: DFAE position timeline

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

DeLarme Wealth Management, Inc. held 215,492 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,492 shares
    Change vs previous 13F -2,162 shares

    5.02% of the 13F portfolio, value $8,664,928.

    13F-HR 0001754960-26-000719 filed by DeLarme Wealth Management, Inc.
    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 217,654 shares
    Change vs previous 13F +12,186 shares

    4.75% of the 13F portfolio, value $7,369,750.

    13F-HR 0001754960-26-000317 filed by DeLarme Wealth Management, Inc.
    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 205,468 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $6,692,093.

    13F-HR 0001754960-26-000112 filed by DeLarme Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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