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Hassell Wealth Management, LLC: DFEM position timeline

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

Hassell Wealth Management, LLC held 402,620 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,620 shares
    Change vs previous 13F -631 shares

    4.87% of the 13F portfolio, value $15,863,241.

    13F-HR 0001965270-26-000008 filed by Hassell Wealth Management, 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 403,251 shares
    Change vs previous 13F +1,934 shares

    4.67% of the 13F portfolio, value $13,932,309.

    13F-HR 0001965270-26-000004 filed by Hassell Wealth Management, 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 401,317 shares
    Change vs previous 13F -10,471 shares

    4.66% of the 13F portfolio, value $13,933,719.

    13F-HR 0001965270-26-000002 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 411,788 shares
    Change vs previous 13F +5,444 shares

    4.58% of the 13F portfolio, value $13,206,057.

    13F-HR 0001965270-25-000008 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 406,344 shares
    Change vs previous 13F +10,783 shares

    4.56% of the 13F portfolio, value $12,478,839.

    13F-HR 0001085146-25-004163 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 395,561 shares
    Change vs previous 13F +21,207 shares

    4.32% of the 13F portfolio, value $10,134,265.

    13F-HR 0001085146-25-002126 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 374,354 shares
    Change vs previous 13F +2,024 shares

    3.94% of the 13F portfolio, value $9,781,874.

    13F-HR 0001085146-25-000652 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 372,330 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $10,108,748.

    13F-HR 0001085146-24-005379 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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