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Factor Wealth Management LTD: DFAU position timeline

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

Factor Wealth Management LTD held 33,313 DFAU 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 33,313 shares
    Change vs previous 13F -596 shares

    0.27% of the 13F portfolio, value $1,744,292.

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

  2. period ended2026-06-30
    13F 33,909 shares
    Change vs previous 13F -20,509 shares

    0.26% of the 13F portfolio, value $1,752,775.

    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 54,418 shares
    Change vs previous 13F -15,728 shares

    0.46% of the 13F portfolio, value $2,455,321.

    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 70,146 shares
    Change vs previous 13F +8,630 shares

    0.71% of the 13F portfolio, value $3,282,851.

    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 61,516 shares
    Change vs previous 13F -12,726 shares

    0.7% of the 13F portfolio, value $2,814,975.

    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 74,242 shares
    Change vs previous 13F +10,656 shares

    0.86% of the 13F portfolio, value $3,144,908.

    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 63,586 shares
    Change vs previous 13F +514 shares

    0.75% of the 13F portfolio, value $2,444,234.

    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 63,072 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,553,797.

    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).