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DeLarme Wealth Management, Inc.: DFAX position timeline

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

DeLarme Wealth Management, Inc. held 47,056 DFAX 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 47,056 shares
    Change vs previous 13F -373 shares

    1.01% of the 13F portfolio, value $1,733,541.

    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 47,429 shares
    Change vs previous 13F -2,749 shares

    1.04% of the 13F portfolio, value $1,611,147.

    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 50,178 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,642,325.

    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).