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Disclosery

Generations Wealth, LLC: DFAS position timeline

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

Generations Wealth, LLC held 26,498 DFAS 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 26,498 shares
    Change vs previous 13F -13,364 shares

    2.07% of the 13F portfolio, value $2,181,848.

    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 39,862 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $2,835,418.

    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).