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Disclosery

M Wealth Management, LLC: DFAC position timeline

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

M Wealth Management, LLC held 114,363 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,363 shares
    Change vs previous 13F -1,043 shares

    3.98% of the 13F portfolio, value $5,073,143.

    13F-HR 0001172661-26-002811 filed by M 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 115,406 shares
    Change vs previous 13F -1,243 shares

    3.78% of the 13F portfolio, value $4,484,678.

    13F-HR 0001172661-26-002210 filed by M 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 116,649 shares
    Change vs previous 13F -9,680 shares

    4.02% of the 13F portfolio, value $4,618,134.

    13F-HR 0001172661-26-000383 filed by M 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 126,329 shares
    Change vs previous 13F -7,288 shares

    4.28% of the 13F portfolio, value $4,872,510.

    13F-HR 0001172661-25-004346 filed by M 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 133,617 shares
    Change vs previous 13F -7,957 shares

    4.42% of the 13F portfolio, value $4,788,834.

    13F-HR 0001172661-25-003023 filed by M 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 141,574 shares
    Change vs previous 13F -7,240 shares

    4.35% of the 13F portfolio, value $4,670,527.

    13F-HR 0001172661-25-001922 filed by M 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 148,814 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $5,147,477.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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