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Factor Wealth Management LTD: DFSV position timeline

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

Factor Wealth Management LTD held 0 DFSV 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 0 shares
    Change vs previous 13F -634,617 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 634,617 shares
    Change vs previous 13F +286,614 shares

    3.72% of the 13F portfolio, value $24,616,804.

    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 348,003 shares
    Change vs previous 13F +242,447 shares

    2.29% of the 13F portfolio, value $12,194,023.

    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 105,556 shares
    Change vs previous 13F +4,433 shares

    0.75% of the 13F portfolio, value $3,471,729.

    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 101,123 shares
    Change vs previous 13F +11,168 shares

    0.8% of the 13F portfolio, value $3,219,767.

    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 89,955 shares
    Change vs previous 13F +15,579 shares

    0.72% of the 13F portfolio, value $2,647,379.

    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 74,376 shares
    Change vs previous 13F +304 shares

    0.64% of the 13F portfolio, value $2,093,696.

    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 74,072 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,279,929.

    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).