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Factor Wealth Management LTD: DFAT position timeline

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

Factor Wealth Management LTD held 79,223 DFAT 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 79,223 shares
    Change vs previous 13F -452 shares

    0.8% of the 13F portfolio, value $5,263,546.

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

  2. period ended2026-06-30
    13F 79,675 shares
    Change vs previous 13F -978 shares

    0.84% of the 13F portfolio, value $5,569,287.

    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 80,653 shares
    Change vs previous 13F -8,059 shares

    0.95% of the 13F portfolio, value $5,036,798.

    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 88,712 shares
    Change vs previous 13F +15,343 shares

    1.14% of the 13F portfolio, value $5,281,933.

    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 73,369 shares
    Change vs previous 13F -2,595 shares

    1.07% of the 13F portfolio, value $4,270,796.

    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 75,964 shares
    Change vs previous 13F +6,973 shares

    1.12% of the 13F portfolio, value $4,099,032.

    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 68,991 shares
    Change vs previous 13F +8,245 shares

    1.09% of the 13F portfolio, value $3,552,358.

    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 60,746 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,381,148.

    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).