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Disclosery

HFG Wealth Management, LLC: DFSD position timeline

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

HFG Wealth Management, LLC held 10,237 DFSD 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 10,237 shares
    Change vs previous 13F -5,231 shares

    0.49% of the 13F portfolio, value $488,823.

    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 15,468 shares
    Change vs previous 13F +755 shares

    0.41% of the 13F portfolio, value $740,602.

    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 14,713 shares
    Change vs previous 13F +485 shares

    0.39% of the 13F portfolio, value $705,468.

    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 14,228 shares
    Change vs previous 13F -652 shares

    0.37% of the 13F portfolio, value $685,637.

    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 14,880 shares
    Change vs previous 13F +205 shares

    0.43% of the 13F portfolio, value $707,087.

    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 14,675 shares
    Change vs previous 13F +1,168 shares

    0.42% of the 13F portfolio, value $687,951.

    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 13,507 shares
    Change vs previous 13F +502 shares

    0.42% of the 13F portfolio, value $644,838.

    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 13,005 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $611,239.

    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).