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Disclosery

M Holdings Securities, Inc.: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on DFAX, newest first. How the timeline and the estimate are built.

M Holdings Securities, Inc. held 86,460 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,460 shares
    Change vs previous 13F -382,546 shares

    0.44% of the 13F portfolio, value $3,236,000.

    13F-HR 0001569638-26-000003 filed by M Holdings Securities, 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 469,006 shares
    Change vs previous 13F +4,559 shares

    1.08% of the 13F portfolio, value $15,932,000.

    13F-HR 0001569638-26-000002 filed by M Holdings Securities, 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 464,447 shares
    Change vs previous 13F -1,190 shares

    1.09% of the 13F portfolio, value $15,201,000.

    13F-HR 0001569638-26-000001 filed by M Holdings Securities, 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 465,637 shares
    Change vs previous 13F +21,263 shares

    3.09% of the 13F portfolio, value $14,612,000.

    13F-HR 0001569638-25-000007 filed by M Holdings Securities, 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 444,374 shares
    Change vs previous 13F +421,242 shares

    2.23% of the 13F portfolio, value $12,998,000.

    13F-HR 0001569638-25-000006 filed by M Holdings Securities, 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 23,132 shares
    Change vs previous 13F +80 shares

    0.1% of the 13F portfolio, value $606,000.

    13F-HR 0001569638-25-000003 filed by M Holdings Securities, 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/A 23,052 shares
    Change vs previous 13F -198 shares

    0.09% of the 13F portfolio, value $573,000.

    13F-HR/A 0001569638-25-000002 filed by M Holdings Securities, 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 23,250 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $628,000.

    13F-HR 0001569638-24-000008 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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