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Disclosery

Long Island Wealth Management, Inc.: DFAT position timeline

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

Long Island Wealth Management, Inc. held 35,343 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,343 shares
    Change vs previous 13F +1,737 shares

    1.02% of the 13F portfolio, value $2,470,495.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 33,606 shares
    Change vs previous 13F +7,682 shares

    0.97% of the 13F portfolio, value $2,098,695.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 25,924 shares
    Change vs previous 13F +6,237 shares

    0.73% of the 13F portfolio, value $1,543,489.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 19,687 shares
    Change vs previous 13F +1,872 shares

    0.56% of the 13F portfolio, value $1,146,009.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 17,815 shares
    Change vs previous 13F -2,155 shares

    0.5% of the 13F portfolio, value $961,299.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 19,970 shares
    Change vs previous 13F -6,475 shares

    0.63% of the 13F portfolio, value $1,028,255.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 26,445 shares
    Change vs previous 13F -11,270 shares

    0.92% of the 13F portfolio, value $1,471,902.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 37,715 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $2,098,101.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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