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Disclosery

M Wealth Management, LLC: DFAE position timeline

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

M Wealth Management, LLC held 57,241 DFAE 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 57,241 shares
    Change vs previous 13F +2,305 shares

    1.81% of the 13F portfolio, value $2,301,676.

    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 54,936 shares
    Change vs previous 13F +446 shares

    1.57% of the 13F portfolio, value $1,860,124.

    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 54,490 shares
    Change vs previous 13F -1,201 shares

    1.54% of the 13F portfolio, value $1,774,744.

    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 55,691 shares
    Change vs previous 13F -571 shares

    1.54% of the 13F portfolio, value $1,755,925.

    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 56,262 shares
    Change vs previous 13F -2,073 shares

    1.5% of the 13F portfolio, value $1,628,785.

    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 58,335 shares
    Change vs previous 13F -3,516 shares

    1.41% of the 13F portfolio, value $1,510,294.

    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 61,851 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,569,160.

    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).