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HB Wealth Management, LLC: DFAU position timeline

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

HB Wealth Management, LLC held 1,250,136 DFAU 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 1,250,136 shares
    Change vs previous 13F -28,636 shares

    0.36% of the 13F portfolio, value $64,619,559.

    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 1,278,772 shares
    Change vs previous 13F -64,528 shares

    0.37% of the 13F portfolio, value $57,698,221.

    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 1,343,300 shares
    Change vs previous 13F -29,449 shares

    0.41% of the 13F portfolio, value $62,866,457.

    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 1,372,749 shares
    Change vs previous 13F +6,926 shares

    0.43% of the 13F portfolio, value $62,817,034.

    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 1,365,823 shares
    Change vs previous 13F -335,066 shares

    0.46% of the 13F portfolio, value $57,855,404.

    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 1,700,889 shares
    Change vs previous 13F +214,903 shares

    0.55% of the 13F portfolio, value $65,382,189.

    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 1,485,986 shares
    Change vs previous 13F +81,240 shares

    0.62% of the 13F portfolio, value $60,168,345.

    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 1,404,746 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $55,754,402.

    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).