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Graves Light Lenhart Wealth, Inc.: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Graves Light Lenhart Wealth, Inc. on DFAX, newest first. How the timeline and the estimate are built.

Graves Light Lenhart Wealth, Inc. held 623,582 DFAX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 623,582 shares
    Change vs previous 13F +49,258 shares

    2.16% of the 13F portfolio, value $23,085,015.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 574,324 shares
    Change vs previous 13F +169,435 shares

    1.97% of the 13F portfolio, value $21,158,100.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    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 404,889 shares
    Change vs previous 13F +32,306 shares

    1.43% of the 13F portfolio, value $13,754,086.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    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 372,583 shares
    Change vs previous 13F +83,572 shares

    1.29% of the 13F portfolio, value $12,194,654.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    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 289,011 shares
    Change vs previous 13F +214,805 shares

    1.01% of the 13F portfolio, value $9,069,165.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    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 74,206 shares
    Change vs previous 13F +62,338 shares

    0.26% of the 13F portfolio, value $2,179,427.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    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 11,868 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $310,953.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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