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Hemington Wealth Management: DFIP position timeline

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

Hemington Wealth Management held 912,827 DFIP 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 912,827 shares
    Change vs previous 13F +146,941 shares

    5.01% of the 13F portfolio, value $38,548,000.

    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 765,886 shares
    Change vs previous 13F +46,510 shares

    4.64% of the 13F portfolio, value $32,021,000.

    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 719,376 shares
    Change vs previous 13F +470,949 shares

    4.7% of the 13F portfolio, value $30,293,000.

    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 248,427 shares
    Change vs previous 13F +63,390 shares

    2.53% of the 13F portfolio, value $10,059,000.

    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 185,037 shares
    Change vs previous 13F +97,924 shares

    2.06% of the 13F portfolio, value $7,634,000.

    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 87,113 shares
    Change vs previous 13F +9,674 shares

    1.2% of the 13F portfolio, value $3,557,000.

    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 77,439 shares
    Change vs previous 13F +1,336 shares

    1.16% of the 13F portfolio, value $3,195,000.

    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 76,103 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,142,000.

    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).