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Factor Wealth Management LTD: DFSD position timeline

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

Factor Wealth Management LTD held 437,367 DFSD 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 437,367 shares
    Change vs previous 13F -83,734 shares

    3.11% of the 13F portfolio, value $20,325,311.

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

  2. period ended2026-06-30
    13F 521,101 shares
    Change vs previous 13F +159,960 shares

    3.76% of the 13F portfolio, value $24,882,549.

    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 361,141 shares
    Change vs previous 13F +48,676 shares

    3.25% of the 13F portfolio, value $17,291,433.

    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 312,465 shares
    Change vs previous 13F +33,233 shares

    3.24% of the 13F portfolio, value $14,982,709.

    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 279,232 shares
    Change vs previous 13F +11,040 shares

    3.36% of the 13F portfolio, value $13,456,209.

    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 268,192 shares
    Change vs previous 13F +23,167 shares

    3.52% of the 13F portfolio, value $12,875,906.

    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 245,025 shares
    Change vs previous 13F +24,832 shares

    3.58% of the 13F portfolio, value $11,643,577.

    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 220,193 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $10,322,626.

    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).