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Factor Wealth Management LTD: DFAE position timeline

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

Factor Wealth Management LTD held 70,004 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,004 shares
    Change vs previous 13F -3,423 shares

    0.42% of the 13F portfolio, value $2,751,846.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 73,427 shares
    Change vs previous 13F -15,072 shares

    0.45% of the 13F portfolio, value $2,952,512.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 88,499 shares
    Change vs previous 13F -25,387 shares

    0.56% of the 13F portfolio, value $2,996,580.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 113,886 shares
    Change vs previous 13F +6,533 shares

    0.8% of the 13F portfolio, value $3,709,274.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 107,353 shares
    Change vs previous 13F +13,498 shares

    0.85% of the 13F portfolio, value $3,384,826.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 93,855 shares
    Change vs previous 13F +9,312 shares

    0.74% of the 13F portfolio, value $2,717,088.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 84,543 shares
    Change vs previous 13F +7,618 shares

    0.67% of the 13F portfolio, value $2,188,821.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 76,925 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,951,588.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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