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Disclosery

Hemington Wealth Management: DFAX position timeline

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

Hemington Wealth Management held 323,147 DFAX shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 323,147 shares
    Change vs previous 13F -11,668 shares

    1.32% of the 13F portfolio, value $10,140,000.

    13F-HR 0001838234-25-000003 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 334,815 shares
    Change vs previous 13F -5,696 shares

    1.42% of the 13F portfolio, value $9,833,000.

    13F-HR 0001907157-25-000031 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 340,511 shares
    Change vs previous 13F -3,750 shares

    1.38% of the 13F portfolio, value $8,921,000.

    13F-HR 0001842974-25-000012 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 344,261 shares
    Change vs previous 13F -2,030 shares

    2.15% of the 13F portfolio, value $8,558,000.

    13F-HR 0001907157-25-000009 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 346,291 shares
    Change vs previous 13F -3,479 shares

    2.4% of the 13F portfolio, value $8,923,000.

    13F-HR 0001838234-24-000008 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 349,770 shares
    Change vs previous 13F -1,110 shares

    3% of the 13F portfolio, value $8,891,000.

    13F-HR 0001838234-24-000004 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 350,880 shares
    Change vs previous 13F -7,943 shares

    3.23% of the 13F portfolio, value $8,927,000.

    13F-HR 0001792704-24-000006 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 358,823 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $8,762,000.

    13F-HR 0001838234-24-000001 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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