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Factor Wealth Management LTD: DFAX position timeline

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

Factor Wealth Management LTD held 113,546 DFAX 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 113,546 shares
    Change vs previous 13F +80 shares

    0.64% of the 13F portfolio, value $4,203,489.

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

  2. period ended2026-06-30
    13F 113,466 shares
    Change vs previous 13F -259 shares

    0.63% of the 13F portfolio, value $4,180,104.

    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 113,725 shares
    Change vs previous 13F +8,237 shares

    0.73% of the 13F portfolio, value $3,863,232.

    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 105,488 shares
    Change vs previous 13F +19,607 shares

    0.75% of the 13F portfolio, value $3,452,628.

    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 85,881 shares
    Change vs previous 13F -6,361 shares

    0.67% of the 13F portfolio, value $2,694,936.

    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 92,242 shares
    Change vs previous 13F +5,725 shares

    0.74% of the 13F portfolio, value $2,709,144.

    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 86,517 shares
    Change vs previous 13F -193 shares

    0.7% of the 13F portfolio, value $2,266,738.

    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 86,710 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,155,608.

    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).