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Disclosery

HB Wealth Management, LLC: DFAI position timeline

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

HB Wealth Management, LLC held 226,016 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,016 shares
    Change vs previous 13F +1,086 shares

    0.05% of the 13F portfolio, value $9,323,160.

    13F-HR 0001172661-26-002920 filed by HB 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 224,930 shares
    Change vs previous 13F +13,288 shares

    0.06% of the 13F portfolio, value $8,763,273.

    13F-HR 0001172661-26-001543 filed by HB 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 211,642 shares
    Change vs previous 13F +23,250 shares

    0.05% of the 13F portfolio, value $8,065,677.

    13F-HR 0001172661-26-000353 filed by HB 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 188,392 shares
    Change vs previous 13F +47,165 shares

    0.05% of the 13F portfolio, value $6,848,049.

    13F-HR 0001172661-25-004398 filed by HB 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 141,227 shares
    Change vs previous 13F +95,184 shares

    0.04% of the 13F portfolio, value $4,882,217.

    13F-HR 0001172661-25-002644 filed by HB 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 46,043 shares
    Change vs previous 13F +38,118 shares

    0.01% of the 13F portfolio, value $1,437,923.

    13F-HR 0001172661-25-001594 filed by HB 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 7,925 shares
    Change vs previous 13F -394 shares

    <0.01% of the 13F portfolio, value $231,397.

    13F-HR 0001172661-25-000193 filed by HB 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 8,319 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $264,378.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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