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Factor Wealth Management LTD: DFIS position timeline

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

Factor Wealth Management LTD held 533,072 DFIS 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 533,072 shares
    Change vs previous 13F +17,695 shares

    2.95% of the 13F portfolio, value $19,313,186.

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

  2. period ended2026-06-30
    13F 515,377 shares
    Change vs previous 13F +104,640 shares

    2.73% of the 13F portfolio, value $18,053,640.

    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 410,737 shares
    Change vs previous 13F +138,911 shares

    2.6% of the 13F portfolio, value $13,829,524.

    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 271,826 shares
    Change vs previous 13F +10,671 shares

    1.93% of the 13F portfolio, value $8,953,949.

    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 261,155 shares
    Change vs previous 13F +6,473 shares

    2.06% of the 13F portfolio, value $8,260,334.

    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 254,682 shares
    Change vs previous 13F +21,664 shares

    2.08% of the 13F portfolio, value $7,599,706.

    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 233,018 shares
    Change vs previous 13F +12,764 shares

    1.85% of the 13F portfolio, value $6,021,189.

    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 220,254 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $5,408,341.

    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).