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DeLarme Wealth Management, Inc.: DFAS position timeline

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

DeLarme Wealth Management, Inc. held 51,763 DFAS 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 51,763 shares
    Change vs previous 13F -294 shares

    2.47% of the 13F portfolio, value $4,262,177.

    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 52,057 shares
    Change vs previous 13F -1,621 shares

    2.38% of the 13F portfolio, value $3,702,844.

    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 53,678 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $3,739,766.

    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).