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Generations Wealth, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Generations Wealth, LLC on DFAC, newest first. How the timeline and the estimate are built.

Generations Wealth, LLC held 719,635 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 719,635 shares
    Change vs previous 13F +14,595 shares

    30.31% of the 13F portfolio, value $31,922,988.

    13F-HR 0002070529-26-000006 filed by Generations Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 705,040 shares
    Change vs previous 13F +28,723 shares

    26.6% of the 13F portfolio, value $27,397,843.

    13F-HR 0002070529-26-000005 filed by Generations Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 676,317 shares
    Change vs previous 13F not available

    27.4% of the 13F portfolio, value $26,775,376.

    13F-HR 0002070529-26-000001 filed by Generations Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).