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Graves Light Lenhart Wealth, Inc.: DFSD position timeline

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

Graves Light Lenhart Wealth, Inc. held 71,240 DFSD 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 71,240 shares
    Change vs previous 13F -14,688 shares

    0.31% of the 13F portfolio, value $3,310,661.

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

  2. period ended2026-06-30
    13F 85,928 shares
    Change vs previous 13F -1,208 shares

    0.38% of the 13F portfolio, value $4,103,050.

    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 87,136 shares
    Change vs previous 13F +511 shares

    0.43% of the 13F portfolio, value $4,172,064.

    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 86,625 shares
    Change vs previous 13F +887 shares

    0.44% of the 13F portfolio, value $4,153,690.

    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 85,738 shares
    Change vs previous 13F +29 shares

    0.46% of the 13F portfolio, value $4,131,725.

    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 85,709 shares
    Change vs previous 13F -293 shares

    0.49% of the 13F portfolio, value $4,114,903.

    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 86,002 shares
    Change vs previous 13F +2,296 shares

    0.5% of the 13F portfolio, value $4,086,835.

    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).

  8. period ended2024-12-31
    13F 83,706 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,924,154.

    13F-HR 0001085146-25-000149 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).