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HFG Wealth Management, LLC: DFAW position timeline

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

HFG Wealth Management, LLC held 103,945 DFAW 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 103,945 shares
    Change vs previous 13F -29,951 shares

    8.65% of the 13F portfolio, value $8,605,630.

    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 133,896 shares
    Change vs previous 13F -1,446 shares

    5.44% of the 13F portfolio, value $9,878,851.

    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 135,342 shares
    Change vs previous 13F +2,765 shares

    5.52% of the 13F portfolio, value $10,012,568.

    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 132,577 shares
    Change vs previous 13F +13,374 shares

    5.18% of the 13F portfolio, value $9,526,963.

    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 119,203 shares
    Change vs previous 13F -11,910 shares

    4.45% of the 13F portfolio, value $7,304,747.

    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 131,113 shares
    Change vs previous 13F -9,855 shares

    4.96% of the 13F portfolio, value $8,189,328.

    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 140,968 shares
    Change vs previous 13F -9,746 shares

    5.8% of the 13F portfolio, value $8,945,858.

    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 150,714 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $8,973,508.

    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).