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Disclosery

Hemington Wealth Management: DFUS position timeline

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

Hemington Wealth Management held 109,308 DFUS 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 109,308 shares
    Change vs previous 13F -372 shares

    1.03% of the 13F portfolio, value $7,918,000.

    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 109,680 shares
    Change vs previous 13F +29,041 shares

    1.06% of the 13F portfolio, value $7,350,000.

    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 80,639 shares
    Change vs previous 13F -11,547 shares

    0.76% of the 13F portfolio, value $4,877,000.

    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 92,186 shares
    Change vs previous 13F -2,639 shares

    1.48% of the 13F portfolio, value $5,876,000.

    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 94,825 shares
    Change vs previous 13F -8,692 shares

    1.58% of the 13F portfolio, value $5,850,000.

    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 103,517 shares
    Change vs previous 13F -13,765 shares

    2.05% of the 13F portfolio, value $6,091,000.

    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 117,282 shares
    Change vs previous 13F -46 shares

    2.42% of the 13F portfolio, value $6,683,000.

    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 117,328 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $6,081,000.

    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).