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Hemington Wealth Management: DFSD position timeline

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

Hemington Wealth Management held 626,433 DFSD 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 626,433 shares
    Change vs previous 13F +57,561 shares

    3.92% of the 13F portfolio, value $30,187,000.

    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 568,872 shares
    Change vs previous 13F +10,931 shares

    3.95% of the 13F portfolio, value $27,311,000.

    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 557,941 shares
    Change vs previous 13F +317,202 shares

    4.11% of the 13F portfolio, value $26,513,000.

    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 240,739 shares
    Change vs previous 13F +41,190 shares

    2.84% of the 13F portfolio, value $11,285,000.

    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 199,549 shares
    Change vs previous 13F +89,037 shares

    2.54% of the 13F portfolio, value $9,426,000.

    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 110,512 shares
    Change vs previous 13F +52,935 shares

    1.75% of the 13F portfolio, value $5,194,000.

    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 57,577 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,709,000.

    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).