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Lionshead Wealth Management, LLC: DFAI position timeline

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

Lionshead Wealth Management, LLC held 238,031 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,031 shares
    Change vs previous 13F +2,904 shares

    6.37% of the 13F portfolio, value $9,818,804.

    13F-HR 0001172661-26-002858 filed by Lionshead 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 235,127 shares
    Change vs previous 13F +1,939 shares

    6.75% of the 13F portfolio, value $9,160,537.

    13F-HR 0001172661-26-001647 filed by Lionshead 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 233,188 shares
    Change vs previous 13F +6,018 shares

    6.68% of the 13F portfolio, value $8,886,792.

    13F-HR 0001172661-26-000174 filed by Lionshead 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 227,170 shares
    Change vs previous 13F +110,299 shares

    6.55% of the 13F portfolio, value $8,257,638.

    13F-HR 0001172661-25-004243 filed by Lionshead 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 116,871 shares
    Change vs previous 13F +6,279 shares

    3.73% of the 13F portfolio, value $4,040,251.

    13F-HR 0001172661-25-003032 filed by Lionshead 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 110,592 shares
    Change vs previous 13F -43,234 shares

    3.59% of the 13F portfolio, value $3,453,796.

    13F-HR 0001172661-25-001823 filed by Lionshead 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 153,826 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $4,491,743.

    13F-HR 0001172661-25-001094 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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