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HFG Wealth Management, LLC: DFAI position timeline

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

HFG Wealth Management, LLC held 40,364 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,364 shares
    Change vs previous 13F -25,071 shares

    1.67% of the 13F portfolio, value $1,665,024.

    13F-HR 0001214659-26-010014 filed by HFG 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 65,435 shares
    Change vs previous 13F -3,847 shares

    1.4% of the 13F portfolio, value $2,549,331.

    13F-HR 0001214659-26-004981 filed by HFG 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 69,282 shares
    Change vs previous 13F +2,823 shares

    1.46% of the 13F portfolio, value $2,640,319.

    13F-HR 0001214659-26-000528 filed by HFG 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/A 66,459 shares
    Change vs previous 13F -4,844 shares

    1.31% of the 13F portfolio, value $2,415,800.

    13F-HR/A 0001214659-25-016505 filed by HFG 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 71,303 shares
    Change vs previous 13F +1,827 shares

    1.36% of the 13F portfolio, value $2,226,789.

    13F-HR 0001214659-25-010176 filed by HFG 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 69,476 shares
    Change vs previous 13F +62 shares

    1.23% of the 13F portfolio, value $2,028,694.

    13F-HR 0001214659-25-005567 filed by HFG 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 69,414 shares
    Change vs previous 13F +1,289 shares

    1.43% of the 13F portfolio, value $2,205,962.

    13F-HR 0001214659-25-000469 filed by HFG 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 68,125 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,021,281.

    13F-HR 0001214659-24-017164 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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