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Factor Wealth Management LTD: DFAI position timeline

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

Factor Wealth Management LTD held 31,166 DFAI 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 31,166 shares
    Change vs previous 13F -81 shares

    0.2% of the 13F portfolio, value $1,291,209.

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

  2. period ended2026-06-30
    13F 31,247 shares
    Change vs previous 13F -23,206 shares

    0.19% of the 13F portfolio, value $1,288,924.

    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 54,453 shares
    Change vs previous 13F -15,123 shares

    0.4% of the 13F portfolio, value $2,121,474.

    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 69,576 shares
    Change vs previous 13F -3,254 shares

    0.57% of the 13F portfolio, value $2,651,557.

    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 72,830 shares
    Change vs previous 13F +99 shares

    0.66% of the 13F portfolio, value $2,647,378.

    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 72,731 shares
    Change vs previous 13F -3,559 shares

    0.69% of the 13F portfolio, value $2,514,300.

    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 76,290 shares
    Change vs previous 13F -134 shares

    0.73% of the 13F portfolio, value $2,382,521.

    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 76,424 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,231,591.

    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).