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Hassell Wealth Management, LLC: DFSV position timeline

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

Hassell Wealth Management, LLC held 770,951 DFSV 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 770,951 shares
    Change vs previous 13F +8,296 shares

    9.03% of the 13F portfolio, value $29,442,633.

    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 762,655 shares
    Change vs previous 13F +10,995 shares

    8.97% of the 13F portfolio, value $26,723,422.

    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 751,660 shares
    Change vs previous 13F +5,125 shares

    8.78% of the 13F portfolio, value $26,247,968.

    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 746,535 shares
    Change vs previous 13F +16,678 shares

    8.25% of the 13F portfolio, value $23,769,671.

    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 729,857 shares
    Change vs previous 13F +44,638 shares

    8.31% of the 13F portfolio, value $22,749,646.

    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 685,219 shares
    Change vs previous 13F +46,595 shares

    7.47% of the 13F portfolio, value $17,514,188.

    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 638,624 shares
    Change vs previous 13F -18,108 shares

    8.19% of the 13F portfolio, value $20,321,010.

    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 656,732 shares
    Change vs previous 13F not available

    8.36% of the 13F portfolio, value $19,951,533.

    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).