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Kaufman Rossin Wealth, LLC: DFEM position timeline

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

Kaufman Rossin Wealth, LLC held 362,467 DFEM 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 362,467 shares
    Change vs previous 13F +19,680 shares

    6.82% of the 13F portfolio, value $14,400,812.

    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 342,787 shares
    Change vs previous 13F +5,079 shares

    6.79% of the 13F portfolio, value $11,843,275.

    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 337,708 shares
    Change vs previous 13F +4,091 shares

    5.82% of the 13F portfolio, value $11,171,385.

    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 333,617 shares
    Change vs previous 13F +12,003 shares

    5.86% of the 13F portfolio, value $10,699,083.

    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 321,614 shares
    Change vs previous 13F +23,095 shares

    6.04% of the 13F portfolio, value $9,545,492.

    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 298,519 shares
    Change vs previous 13F +14,067 shares

    5.65% of the 13F portfolio, value $7,898,819.

    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 284,452 shares
    Change vs previous 13F not available

    7.67% of the 13F portfolio, value $7,449,810.

    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).