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Factor Wealth Management LTD: DFAS position timeline

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

Factor Wealth Management LTD held 227,746 DFAS 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 227,746 shares
    Change vs previous 13F +1,134 shares

    2.7% of the 13F portfolio, value $17,632,063.

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

  2. period ended2026-06-30
    13F 226,612 shares
    Change vs previous 13F -11,554 shares

    2.82% of the 13F portfolio, value $18,659,247.

    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 238,166 shares
    Change vs previous 13F -16,192 shares

    3.19% of the 13F portfolio, value $16,940,760.

    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 254,358 shares
    Change vs previous 13F +21,676 shares

    3.83% of the 13F portfolio, value $17,721,130.

    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 232,682 shares
    Change vs previous 13F -1,498 shares

    3.98% of the 13F portfolio, value $15,929,377.

    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 234,180 shares
    Change vs previous 13F +17,114 shares

    4.08% of the 13F portfolio, value $14,919,583.

    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 217,066 shares
    Change vs previous 13F +3,081 shares

    3.98% of the 13F portfolio, value $12,969,693.

    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 213,985 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $13,926,138.

    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).