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Kaufman Rossin Wealth, LLC: DFAC position timeline

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

Kaufman Rossin Wealth, LLC held 142,667 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,667 shares
    Change vs previous 13F +256 shares

    3% of the 13F portfolio, value $6,340,135.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 142,411 shares
    Change vs previous 13F -26,579 shares

    3.17% of the 13F portfolio, value $5,534,083.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 168,990 shares
    Change vs previous 13F -1,731 shares

    3.48% of the 13F portfolio, value $6,690,306.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 170,721 shares
    Change vs previous 13F -10,454 shares

    3.6% of the 13F portfolio, value $6,584,725.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 181,175 shares
    Change vs previous 13F -6,203 shares

    4.11% of the 13F portfolio, value $6,493,294.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 187,378 shares
    Change vs previous 13F -712 shares

    4.42% of the 13F portfolio, value $6,181,606.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 188,090 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $6,506,028.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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